Maximize your tax savings without having to become an expert!

Because you're on this page it's highly likely that you are ready to do something to dramatically reduce your lifetime taxes. You’ve read my book, Paying the Piper, or maybe even have taken the time to go through one of my courses to learn more about this problem.

You’re ready to take the next step but not quite sure where to begin, or simply don’t want to do this by yourself. I can help with that so that you can enjoy peace of mind and have the confidence and sense of security that you’ve done all that you can do to hold on to more of what you’ve saved for so many years.

I take this information very seriously and have the experience to apply the right financial planning principles to arrive at the best solutions for your situation. I’ve done this for many years and can save you a lot of time solving this tax problem.

Here's what will happen when we virtually meet for our personal evaluation and strategy sessions.

First, I’ll request that you send me the Personal Worksheet that you completed during the Live Workshop.

Our first session together lets me get to know you and your situation pretty well. Once I have all the information, I’ll be able to determine if we'll be a good fit and in what ways we can help. I'll be able to quote you a fee and demonstrate the areas that we can be of assistance.

Here’s where we go from there:

1. Once we know that savings is a real probability, we'll schedule a one hour personal one-on-one conference. I'll go through the Worksheet, ask more questions, and begin to formulate our plan.

2. Within two weeks we'll have the beginning of a 'game plan'. We begin with a comprehensive retirement evaluation. We'll identify any blind spots you may have and provide guidance on the most important decisions that lay before you.

3. We'll also review your personalized Rothology® Report. This includes personalized estimates of your lifetime taxes as you are positioned currently, and details of the tax avoidance you'll receive at every tax bracket, and across a variety of time frames.

4. I'll also give you projections of the estimated lifetime tax savings you’ll potentially enjoy based on the strategy(s) that I’ll present to you. This will be proof that your investment in the consultation was a fantastic investment!

5. I'll also prepare a written summary of the relevant facts surrounding your case. (This will make your case to your advisor or CPA as foundational materials to help them with any implementation you may direct them to do on your behalf.)

6. In addition, we'll be there to walk alongside you for the implementation of all the steps for an entire year.

7. A follow-up call to discuss the analysis and recommendations with you. I’ll explain the implementation steps and answer questions you may have. I'll be available on a limited basis for additional time as you begin implementing the recommendations.

About Me

After a thirty-two year career as an independent financial adviser, I sold my practice and focus my business interest, experiences and efforts toward alerting savers of the large tax obligations that are built into their retirement accounts.

Zero Risk Offer

Even though you’ve read my book, and had a personal pre-engagement consult, I still want to remove the risk in the financial commitment for you.

I want to do that in two ways:

First, we'll schedule a short Pre-Engagement Interview. The purpose of that call is to make sure I can deliver on my claim that you will save in taxes many times the cost of the Personal Consultation. If I find that your situation is one of the few that really can't recognize a savings then you will not have invested anything other than a short call.

In those rare instances I find that I'm still able to offer a few suggestions right then to help you get into a better tax position (at no charge).
Next, if you engage me to help you and I cannot find a clear path to showing you how to implement strategies that save many times the cost of my services, I'll REFUND 100% OF THE COST of the Personal Consult within ten days.

I’m trying to provide just the right incentive to get you to act. If you don’t act, we don’t have any chance of saving the taxes!

NOTE: You have absolutely nothing to lose! If just one of the strategies I've identified works for you, you'll save many times the cost of the service.

The value that you receive for the dollar invested can be huge. To invest into education, knowledge and advice that leads you to potentially 10, 20, 50 or 100 times that is a pretty sweet deal.

BTW, here's what our meeting will NOT be...

Just so you know, your 60-90 minute Personal Consult is not some sort of “sales ambush” where you get your arm twisted and pushed into something that you don’t want.  My only desire is to provide the consult for my fee.

It will not be a general financial planning review or investment review. We’ll keep it focused on the subject at hand to make it efficient and fair for all.

One final note: Please, if you’re not 100% committed to the pre-engagement meeting, don’t book a time. 

OK … so if you’re cool with all this then please go ahead and book a time for us to have the Pre-Engagement Interview so we can determine if you’re a good candidate for a lot of tax savings – at least $200,000. After you book the Interview, I’ll send over a follow-up email with a list of a few things you’ll want to have on hand. 

Schedule a 30-60 Minute Discovery Call