Each client is unique. But, everyone needs a strategy for minimizing taxes and financial planning that reflects a fair price based on their scope of work, not the amount of assets in their portfolio.
We offer three types of engagements:
- On-Going Services
- One-Time Plan
- One-Time Call
We Specialize in:
RETIREMENT & WORK OPTIONAL: Lower taxes optimizing portfolio withdrawals, rentals, and business income. Gain confidence today to know when your "enough" is enough.
HIGH INCOME PROFESSIONALS: Restricted stock, ESOs, ISOs, NSOs, RSUs, PSUs, ESPPs, deferred compensation and how to invest it, along with more complex 401(k) options.
SOLOPRENEURSHIP: S-Corps, consultants, independent contractors, and solo-entrepreneurs who value minimizing taxes, and their time.