Pay Less Tax. Build Wealth. Live Big.
If You Earn Over $400,000 Per Year, This Book is For You!
Those who become wealthy have long known that becoming truly wealthy isn't just about making good money, it's about strategically keeping it and using it to build the life you want!
In the groundbreaking book, Tax Strategies Your CPA Isn’t Telling You, Tax & Wealth Strategist Derick Van Ness, explains how to use the tax code in your favor so you can keep dramatically more of what you make and use it rapidly build wealth and freedom in your life!
For a limited time, get a digital copy of the book and learn the strategies that help make the shift from earning more to keeping more! Simply click below to get your copy today...
CLARITY CREATES CONFIDENCE
Time Tested Tools that Work...
Financial Success Requires 3 Key Elements:
Planning
By using a big picture, macro economic perspective you can intentionally create the financial structures and outcomes that support your ideal life. Without planning, none of your tools or products can work together to create the synergy required for maximum results.
Tools & Products
Individual tools and products are each designed to accomplish unique outcomes. So picking the right tools is a prerequisite to success, and the importance of properly identifying which tools suit your needs, and having a team that helps you employ them properly, can't be overstated.
Execution
Planning and tools are only as good as the person executing them. Understanding how to carry out your financial strategy is vital to its success. Knowing exactly 'what to do', and 'how to do it' under all circumstances will ensure that you accomplish your objectives.
“You Do Not Rise to the Level of your Goals, You Fall to the Level of Your Systems.”
-James Clear
The 3 Steps For Living Your BIGGEST LIFE:
The formula for building financial wealth and creating the confidence that you’ll be able to live your biggest life isn’t as hard as it might seem, but it does take a little education and (ideally) some help can make the process MUCH easier…
Make More Money with Your Business.
We don’t provide this service but it is absolutely essential. After all, if you don’t make much money then steps #2 and #3 don’t even apply. So if you don’t already have one, get a business coach/mentor/consultant to help you skyrocket your income because investing in yourself and your business is the MOST important thing you’ll ever do to grow your wealth!
If you don’t know where to get to find someone good, reach out and we can make some suggestions.
Keep More of the Money You Make.
This comes down to one thing - TAX EFFICIENCY. That means knowing the rules to the IRS playbook and using them to your advantage.
There are dozens of ways to legally and ethically pay less in taxes including: key write offs, tax credits, tax advantaged investments, insurance strategies, donation protocols, entity structuring, and more!
Without this knowledge you’re likely to give nearly half of what you make to the IRS significantly reducing your ability to build wealth and assets.
Be Smarter With Your Money.
We believe most business owners are doing this wrong. There is more than just investing in your 401(k)/IRA/SEP and real estate. Those tools work okay for W-2 employees but are sub optimal if you own a business. In my opinion “sub optimal” isn’t good enough for you as a small business owner.
Our team can help you understand how to grow & protect your assets while keeping step #2 (Tax Efficiency) in mind. The difference can be breathtaking!
Financial Certainty Means
YOU CAN LIVE BIG!
As Seen In...
"WEALTH IS NOT HIS THAT HAS IT, BUT HIS THAT ENJOYS IT."
--Benjamin Franklin