I’m a 3rd generation CPA and I’ve been studying the tax code my whole life to find all the legal ways to reduce or eliminate taxes, which is a guaranteed way to increase cash flow.
I personally serve as the primary financial advisor for a dozen families that have a net worth in excess of $20 million through my family office, Freedom Wealth Advisors, LLC. Our holistic approach focuses equally on preparing the money for the family and the family for the money.
I openly share the tools, resources and strategies I’ve used to create my own true freedom. I’ve sold eight companies, own over a dozen, and continue to acquire businesses, websites and real estate. I bring personal experience beyond being a technical expert to high performing families that want to balance qualitative and quantitative financial advice.