Strategies
Strategies That Move The Number.
Every plan starts with your tax bill. These are the tools that most often bring it down, explained without the jargon.
- 01
Cash Balance Plans
Six-figure pre-tax contributions on top of a 401(k).
- 02
Premium Finance
A lender funds the premiums. Your capital stays invested.
- 03
IUL & PPLI
Tax-deferred growth, tax-free access and a tax-free death benefit.
- 04
Charitable LLC
For appreciated assets and estate goals, with control retained.
- 05
Retirement Tax Planning
The second tax bill on your pre-tax savings, planned in advance.
Your Tee Time Is Open.
Thirty minutes with Tyler. You leave with a clear read on your tax exposure and which strategies fit your situation.
- 30 minutes on Zoom
- No preparation needed
- Bring your CPA or spouse if you like