Formula Wealth
Chad helps families identify and implement tax saving strategies to help their parents' legacy be used as intended, and not for Uncle Sam. If you have power of attorney on your parents and want to optimize your inheritance, let's chat! As a fee-only, FLAT FEE, fiduciary, and independent financial advisor, Chad Holmes is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.