Advanced Financial Planning

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.

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 taxes
• Paying more than $100,000 in Federal Income Taxes each year
• Net Worth > $3 million
• Own a business with over $5 million in annual revenue
• Own a business with over $1 million in non-payroll expenses
• Own commercial real estate worth over $1 million
• Paying current financial advisors over $25,000 per year in advisory fees
• Expecting 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)

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 property
• Reduce tax liability on qualified plan assets by 75%
• Retain capital currently spent on insurance premiums
• Design and execute your business exit strategy or succession plan
• Source business financing
• Reduce investment portfolio fees and expenses by 25%
• Radically improve the risk/reward ratio of your investment portfolio
• Create active tax benefits from your taxable investment accounts