When I first met Travis, he was confident. "I’m fine. I have a CPA," he said.
And it was true—he did have a CPA. But as we dug deeper, it became clear that his CPA was only scratching the surface. Travis was missing out on critical deductions, had no strategic tax plan in place, and was unknowingly overpaying the IRS by a staggering $24,808 each year!
Over the next five years, that would amount to $124,040 in unnecessary tax payments.
But the challenges didn’t stop there. Travis’ financial planner wasn’t aligned with his CPA, leading to disallowed capital losses and increased tax liabilities. And his attorney? Nowhere to be found—no will, no holding LLC, no asset protection, and no estate plan in sight.
Travis needed someone to step in, take charge, and create a cohesive strategy.
By working together, we not only reduced his tax burden, but we also set him up for future financial success. If Travis invests just half of his annual tax savings, he could grow his retirement savings by an additional $780,979. If he invests it all, he could potentially amass $1.56 million in extra retirement funds!
Imagine retiring with an extra $1.5 million in your pocket—all because you took the time to plan.
