 When you have been deemed "NOT ELIGIBLE"
for financial aid it can feel unfair.
Solutions For Every Family
Our mission is to help families just like yours lighten the weight of college costs. Through our educational courses you will learn the tuition tax secrets that the wealthy have been successfully using for years.
Guilt-Free Education
Our children should be able to focus on school and the entire college experience instead of the looming costs hanging over their heads.Â
Terry Wheeler J.D. , CFP®
Tuition Tax Secrets is a course developed and taught by the Founder & CEO of WE Alliance, Terry Wheeler J.D., CFP®. WE Alliance Wealth Advisors Inc. is a fiduciary-based RIA in Roseville California. Terry is nationally recognized for his expertise in taxes, wealth accumulation, preservation, estate planning, charitable planning, and asset protection. He frequently educates attorneys, accountants, and financial professionals through lectures and writings on these subjects. He also teaches through articles, presentations, and his podcast titled: WE Money Talk.
 Terry is a highly accomplished Estate and Wealth Strategist Planner. He is an Estate Planning Attorney and taught tax at the University of California, Davis. His career in the financial industry began in 1987, underpinned by a strong educational foundation. Terry holds a Bachelor's degree in Financial Planning from San Diego State University and a Juris Doctorate Degree in Law from the University of the Pacific McGeorge School of Law. He furthered his studies with a post-doctorate program at the Masters program of the Esperti Peterson Institute.
He is affiliated with esteemed organizations like the American Bar Association, the Estate and Probate Section of the Sacramento Country Bar, the Financial Planning Association, the National Association of Enrolled Agents, Wealth Counsel, and the National Network of Estate Planning Attorneys. Terry holds law licenses in California and the United States Eastern District of California, in addition to being a Certified Financial Planner.
