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

Name

Phone

State of Residence AND Best Time/Date to Call (right away, Thursday at 3pm, etc)

Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Caleb Huftalin at 480.779.0127. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ridgeline Private Wealth and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Ridgeline Private Wealth. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Ridgeline Private Wealth, nor any agency, officer, or employee of Ridgeline Private Wealth, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk. © 2022-2023
 
2929 N Power Rd, Ste 101, Mesa, AZ 85215 /// 7210 E State St, Ste 102, Rockford, IL 61108
RIDGELINE PRIVATE WEALTH

Call Us

Home

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.