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Why Our Team: Clint Gault Featured at Conference

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

Guidance with the TCProcess

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. 

See for Yourself

Enhance Your Financial Literacy

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

How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
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The Investment Risk No One&#8217;s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Number of financial data estimated as of Aug. 10, 2023.