Do You See Yourself Here?
Our strategies work for high-income earners earning $500K+ who are tired of watching half their income disappear to taxes—and who want to support causes they care about while keeping more wealth.
Do You Qualify? (Quick Check)
Answer these 4 questions to see if you're in our wheelhouse:
Is your annual income $500K+?
(Individual, household, or business)
Below this threshold, savings don't justify coordination effort
Are you paying 40%+ effective tax rate?
(Federal + state + self-employment)
Higher rates = bigger savings opportunity
Do you have appreciated assets?
(Stock, real estate, crypto, business equity)
Key ingredient for capital gains avoidance strategies
Would you support charitable causes?
(Genuinely, not just for tax savings)
Required for these strategies to be legitimate
If you answered "yes" to all 4, you likely qualify.
Which Profile Sounds Like You?
Click to expand and see specific pain points, solutions, and real examples.
Who This DOESN'T Work For
Honesty matters. If you're in these categories, we're probably not a good fit:
Bottom line: If you're earning $500K+, have appreciated assets, are open to charitable giving, and want to legally reduce taxes through documented strategies—you're in the right place.
Accredited Investor Requirement
Some strategies require accredited investor status. You qualify if you meet at least one of these:
Note: Not all strategies require accredited investor status. We'll determine this during your assessment.
See Yourself in One of These Profiles?
Take the 10-minute assessment to see exactly how much you could save based on your specific situation.