1 Daniel Burnham Court
If you feel like you are not doing enough to lower your tax liability, you are probably right. Do you want help understanding what your options are for navigating the tax landscape? Have you heard of topics such as a Mega Backdoor Roth or a Qualified Opportunity Zone but haven’t taken the time to explore or implement these strategies for yourself? Are you concerned about estate tax liability and how to mitigate its impact? We can educate you about what your options are, how they work, and how to work them into your own financial plan.
What You'll Get:
What We’ll Do:
Plus, after successful implementation of strategy you’ll also receive a 90 day check in meeting to:
Plus, upgrade to Financial Planning Advanced within 12 months and only pay the difference!
$3,500Total Consultation Hours: 4