Book A Strategy Call
Your Tee Time Is Open.
Thirty minutes with Tyler on Zoom. You leave with a clear read on your tax exposure and the strategies that fit your situation.
How The Call Works
- 1Pick a time. Times show in your own time zone.
- 2Add your name, email and phone. A few quick questions help Tyler prepare.
- 3Meet Tyler on Zoom. The link arrives in your confirmation email.
Bring Your Team
Your spouse, CPA, attorney, agent or business manager is welcome. Forward the Zoom invite after you book; Tyler works alongside the people you already trust.
What You Leave With
- Your tax bill today, and where it is heaviest
- The tax waiting in your retirement accounts
- Which strategies are worth a closer look, and which are not
Private and one-to-one. Nothing is sold on the first call.
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Before You Book
What should I bring to the first call?
Nothing is required for the first call. If it is handy, have a rough idea of your household income, what sits in your retirement accounts and whether you own a business. Documents come later, after the Discovery Meeting.
Is the strategy call really free?
Yes. The first 30-minute call is free and there is no obligation. If advanced planning does not fit your situation, Tyler will say so.
Who is the call a good fit for?
Business owners, athletes, physicians and executives earning $500,000 or more, or anyone sitting on a large pre-tax retirement balance, a pension or cash balance plan, or an estate near the $15 million federal exemption.
Can someone else join the call?
Yes. Forward the Zoom invite to your spouse, CPA, attorney, agent or business manager. Tyler is used to working inside an existing team.
Can I reschedule?
Yes. Your confirmation email has a link to reschedule or cancel.