Advanced Financial Planning Wealth "Management" is not always enough For many successful people, simply managing investments doesn't create enough value. Our system focuses on clean, reliable, and controllable strategies that can often create massive improvements to one's situation. If any ONE of the following describe you, we should talk Our advanced planning strategies are often a good fit for successful business owners, high net worth, and high-income individuals. If you find yourself in any one of the following situations, we should definitely talk:Income > $250,000 and wishing to reduce income taxesPaying more than $100,000 in Federal Income Taxes each yearNet Worth > $3 millionOwn a business with over $5 million in annual revenueOwn a business with over $1 million in non-payroll expensesOwn commercial real estate worth over $1 millionPaying current financial advisors over $25,000 per year in advisory feesExpecting a potential spike in income (stock option exercise, expected sale of a business or highly appreciated stock)Own a business and have balances over $500,000 in qualified accounts (IRA, 401k) Contact Us Sample Goals of Advanced Financial Planning Your Maximum Value Plan will be unique to you. Here are some potential goals we might explore with you and your CPA:Reduce income tax in the current year by 50% (while maintaining control)Reduce capital gains taxes from an asset sale by 99% (while maintaining control)Reduce non-payroll expenses in your business by 25%Improve immediate cash flow on investment propertyReduce tax liability on qualified plan assets by 75%Retain capital currently spent on insurance premiumsDesign and execute your business exit strategy or succession planSource business financingReduce investment portfolio fees and expenses by 25%Radically improve the risk/reward ratio of your investment portfolioCreate active tax benefits from your taxable investment accounts An Integrated Team Your business and tax decisions are integral to your success. We collaborate closely with your CPA to make sure you get the most value from your planning. If you need, we can recommend a planning-oriented CPA to review your situation. 30 Minute Assessment A brief, intelligent online system helps our team and your CPA identify areas where we can create the most immediate value to you.No personal identification information is needed to complete our assessment. Discuss and Prioritize Options We discuss your results with you and your CPA, and research possible solutions.Once we understand your priorities, we provide a list of immediate actions that provide the greatest positive impact in the least amount of time. Take Action The best plans are meaningless without action and follow-through. Take the time to decide, but change requires change. You must take action to change your results.