INVICTUS Membership
Registration Is Open For A Limited Time. Sign Up Today!

Step #1: Contact Information
Full Name:
Email Address:
Phone Number (xxx-xxx-xxxx):
Step #2: Billing Info
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Step #3: Check Out
$1,497 every month
$14,997 every year
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Expiry Month:
Expiry Year:
Dynamically Updated
By checking this box, I agree this is a yearly commitment, even if paying monthly, starting from today's date. I also understand that my yearly membership will auto-renew unless I reach out to The Perfect RIA prior to the end of each twelve-month cycle to let them know I plan on canceling my membership. (Why a year?? It will take at least that long to change your practice by implementing the changes from this program.)*

Secure Payment

All orders are through a very secure network. Your credit card information is never stored in any way. We respect your privacy.

With INVICTUS Membership you will get:

  • Initial 1:1 strategy call to create a custom-tailored Practice Analyzer on how you can personally double your success.
  • Access to the same Value Add Toolkit used by Matt & Micah in their own offices to generate: Beneficiary Value Add, Retirement Income Guardrails, Retirement Income Buckets (yes THOSE Guardrails and Buckets), 1099 letters.
  • INVICTUS VIP invitations to exclusive Masterminds with Matt &Micah twice annually.
  • ​Practice audit and benchmarking.
  • ​INCLUDED: BackStage Pass membership, which includes hundreds of videos, templates, samples, resources and our Members Only ‘ask us anything’ forum.
  • ​BONUS: ‘Essentials’ membership to Retirement Tax Services which includes resources for delivering massive value in tax planning.
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice. 
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