I usually meet clients for the first time because they’ve got a huge tax problem. After all, that’s my background, and understanding the ins and outs of the tax code is one of my superpowers. I’m expert-level at tax planning strategies.

But, what I see time and time again are people who are getting rich, sometimes for the first time ever, but have no plan. They’re running around putting out fires and not thinking about anything beyond the moment.

I’ve been that guy with no plan and the huge tax bill (and no way to pay it.) After that, I was motivated to find a way not to have to pay any taxes ever again. And I did.

Now that I know how to legally avoid paying taxes, I’ve become the go-to expert on helping others do the same. More than that, I understand the mindset shift it takes to get beyond the “Look at me, I’m RICH!” way of thinking.

My mission is to help others shift their mindset so they can start building generational wealth. I help them focus on all aspects of their lives, from defining their values to prioritizing their health to building true wealth. In thinking more strategically, we help our clients build assets and generational wealth so strong that no bank can take their home and no person can shake them down financially.

Now, I want to share what I’ve learned so that you can build a life you’re proud of, and so you can start living life on your own terms. If you’d like to learn more, we’re always here to help.