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putting together a financial plan to pay less in taxes on your assets both by how we invest and how money is withdrawn.
A Passion to Serve. Powered by Coffee.
Why Our Team: Clint Gault Featured at Conference
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 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
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.
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.
Enhance Your Financial Literacy
Commit to your financial literacy and harness our thoughtfully curated resources for making informed financial decisions.
Test Your Estate Strategy Knowledge
Investing with Your Heart
Money that Buys Good Health is Never Ill Spent
†Number of financial data estimated as of Aug. 10, 2023.