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.