One major benefit of teaming up with me? Taxes. I know, they're never the most exciting topic, but stick with me here. When you join, you're not just getting financial advice; you’re also getting your taxes from planning, to prep, to filing. And this isn’t your typical CPA routine. We’re forward-thinking here, planning strategically so that your financial decisions today are optimized years into the future.
However, I need to be clear: this isn’t for everyone. We’re looking for individuals who are prepared to fully invest their assets and are looking for a holistic, forward-thinking approach to their financial health.