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Who We Serve

Although we serve Contenders of every shape and size and background, we specialize in serving

​

Elite Sales Professionals

We predominantly serve two types of clients:

Client Type #1 - Elite Sellers Turned Entrepreneurs

  • Has started a company and is making over $300,000 / year

  • Wants an advisor who can help them grow their business not just manage their money

  • Has seen the complexity of their tax situation rise considerably with their business and wants to find a way to pay less.

  • Wants to outsource some of the work and mental load of his finances to a trusted professional​

Client Type #2 - Elite Sales Professionals

  • Successful sales rep making >$300k year

  • Is starting their own company or investing in real estate.

  • Knows that good strategic tax advice can save him tens of thousands

  • Wants to outsource some of the work and mental load of his finances to a trusted professional

  • ​Feels the complexity of his financial life is becoming too much to handle on his own

Our clients commonly share the following characteristics:

  • Driven

  • Family Oriented

  • Faith Based

  • Entrepreneurial minded​

  • Future focused

  • ​Status Quo Challengers

  • Willing to take risks

  • Economically conservative

Does this sound like you?

If so, then perhaps we could be a good fit for you. ​But the only way to know for sure is to experience it for yourself. That's why we offer our risk Free Strategy Sessions to all prospective clients. 

Image by Timon Studler

Here to help you navigate the complexities of the tax code and take your financial life to the next level.

As a sales professional you deal with inconsistent income on a month-to-month basis, repeated rejection, pressure from multiple sides to meet sales quotas, market volatility, intense competition, high stress levels, and high expectations from yourself and others...and then Uncle Sam takes a huge chunk of all you've earned from that hard work. It' doesn't have to be that way. Let us show you how. 

Transparent Pricing

If you're still thinking about it, you're probably wondering what it would cost. Well, we don't blame you, that's why we're always transparent right up front with our costs and why we include a money back guarantee. Click below to learn more. 

The Services You Need from a Team You Can Trust

Saving even 5% on your taxes as a successful sales professional can be life altering for you and your family. So why spend time researching, studying, and trying to find the "right" strategy? Why not free yourself to focus more on what you do best and bring in a team that can support you in every stage of your financial journey? That's why we developed our Tax Smart Wealth System. Click to learn more.
 

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