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putting together a financial plan to pay less in taxes on your assets both by how we invest and how money is withdrawn.
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.
...And don't pay more than you have to.
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.
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.
We're experienced in leveraging the unique tax and legal distinctions between these two states to safeguard your wealth and minimize tax liabilities.
Commit to your financial literacy and harness our thoughtfully curated resources for making informed financial decisions.
†Number of financial data estimated as of Aug. 10, 2023.