Life is too short to give up to half of your income to the government
Are you tired of your CPA failing to build a comprehensive tax strategy?
Do you know when you will be financially free?
Are your tax, legal, Investments, Insurance and cashflow all coordinated?
Does it feel like you have a second job managing all of the pieces of your financial life?
What impact does paying too much in taxes have on your quality of life?
Do you have questions about how financial decisions affect you?
We know you are busy, and tax is complex
Let’s See if It’s a Good FitThe vast majority of CPAs are tax preparers, not tax planners
CPAs can be charged penalties by the IRS for a long list of infractions, so they are incentivized to not find creative solutions
The CPA business model doesn't allow for in-depth planning. They are in the volume business
There is a better way!
Vital Wealth Works for Each of the Following Clients
Entrepreneurs with net income over $1,000,000 per year
Entrepreneurs with growing businesses that are paying over $100,000 a year in tax
Entrepreneurs that are considering selling their businesses in the next 3-5 years
If you want a plan to pay less tax, you need Vital Wealth
Have a question? Talk to us
OUR SIMPLE 3-STEP PROCESS
Create clarity so we can help you plan for what is most important to you.
Our team of experts will make sure your wealth is structured appropriately, allowing you to minimize how much you are paying to the government and grow your wealth.
Proactively manage your wealth so you can make life great for you and your family. As life changes, both with the expected and unexpected, we will make sure your planning is up to date so you can focus on what is most important to you.
Flat-fee Financial Planning
- Are you frustrated by the amount of taxes you pay?
- How much freedom are you sacrificing because you may be making financial mistakes?
- How many more years might you have to work because you’re not being efficient with your finances?
- How much is not having clarity about your finances costing you?
Have questions? Schedule a call or call 563-243-4000