Step 1: Unlock your potential savings

Enter your property address and get an instant estimate of your potential tax savings based on local market data. Finish signing up for an appeal in less than 3 minutes. We never share or sell your information.

Step 2: Sit back and let us do the work

Our local property tax experts are armed with cutting-edge technology to build the best case possible. Ownwell handles everything start to finish with no up-front costs. It’s all backed by our industry-leading Savings-or-Free Guarantee.

Step 3: Enjoy your savings

You pay a small contingency fee only if we save for you. If you don't save, you don't pay. We will continue to monitor your property taxes to ensure that you never overpay again. View our pricing here.

See how much you could save!

Owning real estate is expensive. We want to help.

Millions of homeowners overpay their property taxes every year. We just don’t think that’s right. So we’ve put together a team of local experts backed by cutting-edge technology to put a stop to unfair assessments, empowering our clients to take back their rightful savings.

The world's most super-duper tax efficient investing system!

Here’s how it works:

1. We find your missed opportunities. Simply connect your bank accounts and Playbook finds the earnings and tax opportunities you’re missing. Then, we work those opportunities into your plan so you can super-charge your net worth. There’s a catch, though! This is time sensitive. If you don’t start strategically building wealth today, you’ll miss out on years of compounding interest.
2. We calculate your optimal tax strategy. One of the most critical parts of your plan is maxing out your tax-advantaged accounts. Playbook finds your eligible accounts and works them into your plan. This is the backbone of your financial plan.
3. We build your financial plan. Based on your situation, we craft a holistic plan to optimize your investments, tax advantages, and financial goals. Then, we automate it for you. The goal? Put as much money as possible into your tax-advantaged accounts.
4. You activate the most sophisticated tax-optimized investing system. We built the world’s most advanced tax-optimized investing system so you can squeeze every drop of benefit from your new tax-advantaged accounts. Ever heard of tax-loss harvesting? This goes above and beyond tax-loss harvesting to optimize your tax bill.
5. You reach financial freedom sooner!

Woohoo! Finally, you won’t have to wonder if you’re doing the best things for your money. Playbook will route your extra savings into the most beneficial accounts each month, and if your eligibility changes, we’ll adjust to fill in the gaps.

Playbook estimates it can help boost net worth by about $1.3 million.*

*Estimated net worth boost based on specific tax advantage maximization strategies. See helloplaybook.com/net-worth for methodology and assumptions.

Why we chose Playbook: Playbook redefines financial planning with a focus on tax efficiency and an automated investment strategy. Unlike traditional financial advisors, they leverage advanced technology to optimize your taxes and boost your net worth, all for a transparent monthly fee. With bank-level security and a team of financial experts, Playbook is committed to accessible, smart wealth management, empowering you to achieve financial freedom faster and more efficiently.

FinSpot is paid a flat fee for each successful referral to Herring RIA Sub, LLC ("Playbook") made through our links. FinSpot is not a Playbook client. There is no guarantee that clients will have similar experiences or success.

VectorVest has outperformed the S&P500 by over 2000% for 20+ years

We’ve given over 1 million investors actionable market guidance to help grow their portfolios.

The VectorVest Engine™: analyzes 18,000+ stocks every day and gives a simple buy, sell, or hold rating on each. This guidance reliably guides you on when to buy low and sell high.

25 Years of Accurate Market Predictions: VectorVest has called every major market move over the past 25 years. The chart below shows VectorVest buy and sell signals at major market turns dating back to 2000.

• Buy/sell signals based on mathematical models
• Accurate assessments of the value of 16,000+ stocks
• Analyze stocks in seconds w/proprietary indicators
• Free quick start course & investment coaching
• Market timing gauge tells you when you get in/out
• Watchlists of highest rated stocks across strategies
• Automated backtesting & portfolio management
• Free US-based live phone support

Try 30 days for only $9.95! Hassle-Free refund guarantee.

How can we help you?

• Individual investors: Grow your wealth - Redefine your strategy with free tools, tailored advice, and investment options.
• Workplace plan savers: Save smarter - Maximize the tools and guidance available through your retirement plan.
• Plan sponsors: Help your employees - Simplify plan management and engage with your employees and their goals.
• Financial professionals: Exceed expectations - Grow your retirement business and expand your client offerings.

Simply put, we’re a financial services company on a mission to empower financial freedom for all. We work with individuals and all sizes of organizations to offer investment, wealth management and retirement solutions, along with the free Empower Personal Dashboard™, so everyone can have a clear and simple understanding of where their finances are today and where they’re headed.

“Our top priority as a leader in the financial services arena is to keep evolving and improving the savings and investment experience for our customers. As their needs, careers and lives change, we’re committed to being with them every step of the way — and exceeding their expectations.”

• Edmund F. Murphy III, President and CEO

Why we chose Empower: Coming together with purpose. They have an unwavering commitment to their people and communities. From Diversity, Equity, Inclusion, and Belonging initiatives to volunteer impact, they're proud to empower employees day in and day out. We also love their vision and mission statements, and feel that they align closely with our values...

Vision: To transform financial lives through advice, people and technology

Mission: To empower financial freedom for all

We're building the world's most human financial company.

We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own.

Our expert financial advisors are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.

Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future.

Why we chose Wealthsimple: They believe that everyone should have access to the tools they need to make smart financial choices. They embody what we strive to provide here at FinSpot. Wealthsimple is incredibly easy to use, and we think that's just the way money management software should be.

A financial planning solution that simplifies the complexity

RightCapital's software is built to make the financial planning process a breeze for advisors and clients. Our tools and support will help you advance your practice and grow your business. Together, we can build a clear game plan to help your clients achieve their financial goals.

Right Plans for Real People

RightCapital’s mission is to create Right Plans for Real People. Founded in 2015 by Shuang Chen and Song Chen, the two brothers joined their respective expertise in financial products and technology to reimagine the stagnant financial planning solutions of the past. Today, RightCapital is used by thousands of financial advisors to grow their practice and set their clients on the path to financial success. The 2020 survey of ~800 financial advisors by The Kitces Report rated RightCapital as the fastest-growing financial planning software with the highest user satisfaction.

Why we chose RightCapital: Their Commitment to You...

• Continuous Improvement: We are perpetually enhancing and advancing our product.
• Advisor & Client Focused: We're built around how advisors interact with clients.
• Support at Every Turn: Empathy and guidance are built in. We have your back.