NOT MUCH TIME LEFT TO GET OUR HOLIDAY EXCLUSIVE BUNDLE—GET IT TODAY!
Holiday Sale Is Here, But For Limited Time Only
SECURE YOUR ESTATE PLAN FOR ONLY $1,797
Before the year ends, handle the one thing that makes everything else feel lighter. Put clear instructions in place, protect what you’ve built, and give your family peace of mind so they aren’t left guessing if something happens.
Plus, you’ll receive access to a set of powerful financial guides designed to help you plan wisely, build strategically, and make confident wealth decisions.
This is the gift of protection for what you’ve built.
This pricing is not offered during regular consultations.
This is your chance to lock in your Estate Plan—with a clear, guided process without overwhelm
Holiday Sale Is Here, But For Limited Time Only
SECURE YOUR ESTATE PLAN FOR ONLY $1,797
Before the year ends, handle the one thing that makes everything else feel lighter. Put clear instructions in place, protect what you’ve built, and give your family peace of mind so they aren’t left guessing if something happens.
Plus, you’ll receive access to a set of powerful financial guides designed to help you plan wisely, build strategically, and make confident wealth decisions.
This is the gift of protection for what you’ve built.
This pricing is not offered during regular consultations.
This is your chance to lock in your Estate Plan—with a clear, guided process without overwhelm
Make the Best Decision for Your Family’s Future
FOR ONLY $1,797 YOU WILL GET:
SIMPLE ESTATE PLAN
Our Simple Estate Plan gives you the legal protection, clarity, and structure you need to make sure your wishes are honored and your family is supported—now and in the future. The package includes:
✓ Living Trust
✓ Financial Power of Attorney
✓ Health Power of Attorney & Advanced Directives
✓ Living Will
✓ Asset Inventory
✓ Deed Transfer (Optional)
✓ Attorney Review
✓ Secure Cloud Storage
✓ Trust Funding Guide
🡻 You Will Also Get Access to Our Financial Clarity Guides 🡻
FINANCIAL CLARITY GUIDES
This easy-to-use financial guides about retirement, passive income, and life insurance gives you simple, practical strategies to strengthen your long-term plan. Each guide breaks down complex topics into clear, actionable steps you can apply right away.
➤ 10 Powerful Strategies to Retire Worry Free
➤ 5 Smart Ways to Build Passive Income
➤ 10 Strategies to Use Life Insurance for Building Wealth
Make the Best Decision for Your Family’s Future
FOR ONLY $1,797 YOU WILL GET:
FOR ONLY $1,697 YOU WILL GET:
SIMPLE ESTATE PLAN
Our Simple Estate Plan gives you the legal protection, clarity, and structure you need to make sure your wishes are honored and your family is supported—now and in the future. The package includes:
✓ Living Trust
✓ Financial Power of Attorney
✓ Health Power of Attorney & Advanced Directives
✓ Living Will
✓ Asset Inventory
✓ Deed Transfer (Optional)
✓ Attorney Review
✓ Secure Cloud Storage
✓ Trust Funding Guide
🡻 You Will Also Get Access to Our Financial Clarity Guides 🡻
FINANCIAL CLARITY GUIDES
This easy-to-use financial guides about retirement, passive income, and life insurance gives you simple, practical strategies to strengthen your long-term plan. Each guide breaks down complex topics into clear, actionable steps you can apply right away.
➤ 10 Powerful Strategies to Retire Worry Free
➤ 5 Smart Ways to Build Passive Income
➤ 10 Strategies to Use Life Insurance for Building Wealth
You’ve worked hard to build your legacy.
Now is the time to protect it.
A small step now can spare your family from confusion later and give them exactly what you intended – at a price too good to pass up!
You’ve worked hard to build your legacy. Now is the time to protect it.
A small step now can spare your family from confusion later and give them exactly what you intended – at a price too good to pass up!
FREQUENTLY ASKED QUESTIONS
We’ve put together the answers to the questions clients ask most, so you can move forward with clarity and ease.
What is included in the Holiday Sale Exclusive Bundle?
The bundle includes:
✅ Simple Estate Plan
Our Simple Estate Plan package includes Living Revocable Trust, Financial Power of Attorney, Health Power of Attorney & Advanced Directives, Living Will, Asset Inventory, Deed Transfer (Optional), Attorney Review, Cloud Storage, and Funding Guide
✅ Financial Guides (PDF Guide)
⮞ 10 Powerful Strategies to Retire Worry-Free
⮞ 5 Smart Ways to Build Passive Income
⮞ The Life Insurance Playbook: 10 Strategies to Build Wealth
How much does the Holiday Bundle cost?
The bundle is now available for $1,797. This special pricing is open for everyone and is only valid through December 31, 11:59 PM.
Do I really need an estate plan?
If you want to ensure your wishes are honored and your family isn’t left with confusion or court delays, then yes—an estate plan is essential.
It protects your assets, documents your decisions, and gives your loved ones clear direction during moments when they’ll need it most. Even if your estate is modest, having these documents in place provides clarity, stability, and peace of mind.
What are the next steps after I complete my purchase?
After you purchase, you will receive an email with the following:
✅ PDF guides
✅ A calendar link to schedule your first Estate Plan session with Siedah Garrett
Before your first estate planning appointment, you’ll also receive instructions on how to log in to your estate planning portal, along with a short list of items to prepare to ensure your session is smooth and productive.
For my Estate Plan, do I need to complete everything right away?
No. You have a full year to complete your estate plan. We guide you through each step so you can move at a pace that feels comfortable while still making steady progress.
Is the estate plan package customizable to my needs?
Yes! The estate plan package includes documents tailored to your specific situation, with options like deed transfers and attorney reviews for added customization.
How long does it take to complete the estate plan?
Most clients complete their plan within 6–8 weeks, depending on how quickly they gather documents and finish the intake process. We provide clear steps to make everything simple to follow.
Will this pricing be offered again?
This pricing and bonus package are available only for this year's holiday sale. While we may offer promotions in the future, this exact combination of pricing and bonuses is unique to this offer.
How will I receive the guides and access to the estate planning portal?
Once you purchase the bundle, you’ll receive an email with all the guides and details for accessing your estate planning portal.
Do I need to schedule an appointment to get started?
No appointment is necessary to purchase the bundle. However, after your purchase, someone from our team will reach out to schedule your first Estate Plan Session with Siedah Garrett.
Trusted by clients who are redefining what wealth, impact, and legacy look like.
Stories from individuals who took the steps to protect their wealth and strengthen their legacy.
Siedah and her team are top notch, TRUE professionals who only want THE BEST for you. This is so rare nowadays. Her demeanor makes you immediately comfortable to talk about your finances. She WILL challenge you, and push you in a good way, to do better for yourself. I love the philosophy of her company.
The TWG Team provided me with excellent service, and offered me a host of financial options to fit me and my families needs. As new customers, I feel glad that we made the best decision to work with them, and them with us. They really care about the situations that you may be faced with and provide the best solutions for your family. Best decision ever.
I had a wonderful and positive experience with Siedah and her team. Honestly, insurance information can be sometimes overwhelming, but Siedah took her time to listen to my needs and she explained everything in a way that was easy for me to understand! It took the guess work of trying to figure out what certain terminologies meant and all! I never felt as if I had to make a decision right away. She was very patient and attentive to me through out the whole process. It's evident she cares deeply about her clients, she is kind and genuinely cares about helping people. I truly appreciate the support I received. Several months later after I purchased my life insurance policies she still checks in to make sure I'm all good - which I truly appreciate. She and her team are amazing! I look forward to working with her again in the future as I continue my wealth and legacy building journey - thank you Siedah and the team at TWG!!!
I’m not very active on social media so when I stumbled on Siedah Garrett-Guess with Transformation Wealth Group, I knew it was divine intervention. Almost one year later and 7 years before retirement, I can sleep better at night knowing that my future is secure, as well as my children and grandchildren!
I would like to share my experience with the Transformation Wealth Group.Siedah Garrett is the most professional and personal person you will ever meet. Her knowledge in building wealth through insurance is second to none. I am so glade to talk with her and learn to build wealth through the programs she offers.
I sincerely enjoyed working with Siedah. She’s very knowledgeable and savvy about wealth planning and setting up retirement plans and such. It was a pleasure working with her.
If you're seeking to transform your family's financial future, look no further than Transformation Wealth Group, particularly Siedah. The knowledge and guidance I've received from her have been nothing short of phenomenal in helping me cultivate the legacy I desire. I've personally benefited from her expertise in obtaining permanent life insurance and rolling over IRAs/annuities, and our work together continues. What truly sets Siedah apart is her ability to combine professional excellence with genuine care. She's become more than just a financial advisor; she's a trusted friend who consistently has my best interests at heart. Her patience and diligence in guiding me toward the right products and strategies for my goals are truly invaluable. Finding someone you can trust with your financial future is rare, and I've found that trust completely with Siedah and Transformation Wealth Group.
Working with Siedah Garrett-Guess was a wonderful experience. She was very knowledgeable about investment products. She provided Life Insurance strategies that would meet my financial goals. I highly recommend her if you're interested in planning a strategy to reach your retirement goals.
Ms. Siedah Garrett-Guess is highly knowledgeable in wealth building and protection. As an extra bonus, she is incredibly caring and intentional in curating products that perfectly align with my individual needs. Her staff also reflects her strong business values, ensuring a consistently high level of service and support.
My experience with Siedah Garrett at Transformation Wealth Group was amazing. She went above and beyond to ensure I made informed choices and felt comfortable throughout the process. If you're looking for someone who is kind, caring, and trustworthy, I highly recommend reaching out to her.
I am new to the organization and the process but my experiences today have been reasonable and rewarding, and experience we should all try
Siedah was very professional, patient, and very knowledgable. During the entire process she answered all of my questions and concerns with a smile. Five Star Service!
Copyright 2025. Transformation Wealth Group.
All Rights Reserved
Copyright 2025. Transformation Wealth Group. All Rights Reserved