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FROM THE FOUNDER

Tax Plan Wealth is here to help you fix you focus, fix your financials, and facilitate good decisions. Feel free to schedule a no obligation appointment with me so we can talk about the future of your business.

– Ron Fossum

Set an appointment using the link above, and read Ron’s list of the 14 most common mistakes that pierce the corporate veil and puts all your personal assets at risk!

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About Ron – Founder of Tax Plan Wealth

Ron Fossum was born in Anchorage Alaska and stayed until about age 15 when his family moved to Casper Wyoming, where he graduated high school in 1985. In 1992 he moved to the Seattle area, where at the age of 27, he married the love of his life, Sharon.

Ron started in the insurance industry in 1999 and within eight months became one of the top selling agents for Mutual of Omaha. He quickly expanded the practice to include all forms of Insurance, Investments, Tax Structuring, and Planning Services.

Since he had so much exposure to working with business owners, Ron has since owned companies ranging from:

  • Financial Services
  • Commercial and Residential Real Estate
  • Oil and Gas Co
  • Numerous Web-Based Businesses
  • Numerous Investment Funds
  • Background Check Co
  • Collection Co
  • Digital Marketing Co
  • Tax Planning Service
  • Fractional CFO Services

Highlights from Ron’s business activities are:

  • He has been Interviewed on Wall Street Today as well as seen on ABC, CBS, NBC, Forbes, CNBC and Fox
  • He was interviewed and featured in the CD portion of “Success” magazine
  • Another company he was involved with was nominated for the 2014 Nobel Peace Prize
  • He has routinely qualified for Million Dollar Round Table (MDRT) which ranks his financial practice in the top 1% of financial services firms in the world
  • Ron has served on the Board of Advisors for:
    • Canadian Tele-Comm Company
    • A Mid-West Specialty Corrosion Removal Company for Oil Refineries
    • A Technology Company based in Texas serving Burger King worldwide
    • A Specialty Labor Company for The US Navy Shipyards
    • A C-Suite Employment Agency from Wall Street
    • A Construction Company Working for The Olympics
    • A Background Check Company in Cincinnati
    • A Chain of Grocery Stores from California
    • A Marketing Company from Texas
    • A Chain of Gyms in Mid-West
  • Most recently, he produced a movie on the life of Jack Canfield “The Soul of Success” that was nominated for an Emmy

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