TAX MITIGATION - Virtual Financial Advisor for Business Owners - Certified Financial Planner™

TAXES MAY BE YOUR LARGEST EXPENSE
How do you protect your income and pursue an abundant and generous future with such a formidable adversary?
Even with traditional planning, some families face tax burdens of 40-45% or more on the next dollar of income.
You've worked too hard and taken on too much risk to settle for anything less than an all-out siege of tax planning.
Your CPA and attorney serve you with priceless proactive guidance.
Deep down, you recognize the need for a thoroughly integrated team to surface fresh, uniquely customized ways to minimize taxes across your entire financial life.
Your current position warrants profound due diligence and planning beyond the mainstream strategies used by most families & business owners.
Successfully defend your income and assets against the relentless competitor of taxes by inviting us to join your team of advisors.
Working closely with your professional advisors, we utilize a three-part framework

Assess & evaluate your current strategies
Guide you to consider additional options
Help implement what fits your situation
You might be asking...
How else can I go beyond the traditional tax-advantaged savings programs of college, retirement, deferred comp, executive benefit & other qualified plans?

What options do I have on top of conventional tax-aware charitable giving?

Are there more investment-related planning opportunities in addition to the basic tax-sensitive investment holdings and asset management programs?
We recognize that you expect foundational planning--and then some.

And we'll guide you to more.
Imagine the cumulative effect of paying less in taxes over the next 20 years.

Now put that money to work for you.

On the flip side, grasp the effect of giving up those tax savings and the growth potential over the next 20 years.

THE DIFFERENCE IS STAGGERING
YOUR NEXT STEPS
1: Start a 15 minute phone call
Call us now or request a scheduled call

We'll ask you a few questions to discover how we can help

Together we'll decide if it makes sense to schedule a next step

2: Get your free planning session
We'll meet in person if you're local or online (your preference) to understand your most pressing opportunities and dreams

We'll share an overview of how we will help you minimize taxes, put more capital to work, and build an abundant future
request a 15 minute call
REQUEST A PHONE CALL
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TAXES MAY BE YOUR LARGEST EXPENSE

How do you protect your income and pursue an abundant and generous future with such a formidable adversary?

Even with traditional planning, some families face tax burdens of 40-45% or more on the next dollar of income.

You've worked too hard and taken on too much risk to settle for anything less than an all-out siege of tax planning.

Your CPA and attorney serve you with priceless proactive guidance.

Deep down, you recognize the need for a thoroughly integrated team to surface fresh, uniquely customized ways to minimize taxes across your entire financial life.

Your current position warrants profound due diligence and planning beyond the mainstream strategies used by most families & business owners.

Successfully defend your income and assets against the relentless competitor of taxes by inviting us to join your team of advisors.

Working closely with your professional advisors, we utilize a three-part framework

Assess & evaluate your current strategies

Guide you to consider additional options

Help implement what fits your situation

We recognize that you expect foundational planning--and then some.And we'll guide you to more.

Imagine the cumulative effect of paying less in taxes over the next 20 years. Now put that money to work for you. On the flip side, grasp the effect of giving up those tax savings and the growth potential over the next 20 years.

THE DIFFERENCE IS STAGGERING

YOUR NEXT STEPS

1: Start a 15 minute phone call

2: Get your free planning session

REQUEST A PHONE CALL

We recognize that you expect foundational planning--and then some.

And we'll guide you to more.

Imagine the cumulative effect of paying less in taxes over the next 20 years.

Now put that money to work for you.

On the flip side, grasp the effect of giving up those tax savings and the growth potential over the next 20 years.