Tax Advantaged PlaN

It’s not what you earn.

It’s what you keep.

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For successful business owners and high earners, taxes can often be the biggest drag. 

Together with your tax professional, we utilize the Tax Advantaged Plan (TAP) to help maximize your cash flow by potentially reducing your tax liability.

Why TAP?

Help compress the tax bite on taxable money and future withdrawals

Add tax-advantaged access to assets prior to 59.5 with no penalty

Coordinate your CPA, attorney, and financial designs into one cohesive strategy

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Here’s how the TAP works

1. Discovery & Diagnostics 

Map cash flow, qualified balances, and current strategies to synergize into one cohesive strategy and potentially lower your tax burden. 

2. Design & Modeling

By repositioning assets into tax-efficient structures, we help convert tomorrow’s unknown liabilities into today’s known numbers, preserving more capital to compound for future generations.

3. Implementation & Stewardship

Coordinate with your CPA/attorney to implement, then review quarterly to stay aligned.

Start Your TAP Assessment

TAP — Company Profile

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