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A Tax-First Approach to Helping People Keep More of What They Earn

With an aim on serving those in Ohio & Florida, we prioritize and obsess over the controllables, putting together a financial plan to pay less in taxes on your assets both by how we invest and how money is withdrawn.

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A Passion to Serve. Powered by Coffee.

Why Our Team: Clint Gault Featured at Conference

Guidance with the TC<sup>3&#160;</sup>Process

Guidance with the TC3 Process

Our firm is backed with profound tax proficiency, and our mission is clear: to guide clients to control, clarity, and confidence in their financial lives. We're here to help ensure you feel secure about your financial future, and it all begins with understanding who we are and how we serve you.

It's Not How Much You Earn. It's About What You Keep <strong>After Tax, Above Inflation, Overtime.</strong>

It's Not How Much You Earn. It's About What You Keep After Tax, Above Inflation, Overtime.

View Everything Through the Tax-Lens

...And don't pay more than you have to.

About Cetera Financial Group, Our Broker-Dealer

About Cetera Financial Group, Our Broker-Dealer

Cetera Financial Group is one of the premier broker-dealers in the industry. But their support for our relationship goes well beyond its function as trade executor. My affiliation means that we are not held to a sales quota or tied to selling only proprietary products. We have the independence and freedom to recommend the financial solutions that best suit your needs.

Having the Proper Portfolio Allocation is Vital from the Start

Nitrogen is cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. Nitrogen helps us ensure that your portfolio aligns with YOUR investment goals and expectations. 


Find Your Risk Number

Unlock the Ohio/Florida Financial Advantage

We're experienced in leveraging the unique tax and legal distinctions between these two states to safeguard your wealth and minimize tax liabilities. 

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Enhance Your Financial Literacy

Commit to your financial literacy and harness our thoughtfully curated resources for making informed financial decisions.

Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
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Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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†Number of financial data estimated as of Aug. 10, 2023.