Tax Free Wealth Solutions

What’s your process to help clients?

We follow our proven Five D’s approach:

Discover: First, we have a conversation to understand your financial situation, goals, and concerns.

Diagnose: Next, we analyze your current situation to identify inefficiencies, risks, and opportunities.

Design: We work with a dedicated team to create a customized plan to meet your objectives.

Deliver: We present your tailored plan clearly and transparently, answering any of your questions and addressing your concerns. We show your current plan vs where you could be with our strategies.

Deployment: Once approved, we put the strategies into action to secure your financial future.

How do you get paid?

At Tax Free Wealth Solutions, our compensation structure aligns uniquely with your best interests. Instead of charging fees or taking a percentage of your assets, we’re compensated directly by the companies we partner with—paid out of their marketing budgets, allowing us to offer you objective guidance without financial bias. Equally important, when you’re happy with our service—as most clients are—we ask only that you introduce us to friends, family, or colleagues who could similarly benefit from our proven wealth solutions. Our comprehensive Business Valuations are the only service that we charge for upfront, which is dependent upon the complexity of the business valuation.

What exactly does “Tax Free Wealth” mean?

Tax-free wealth refers to legitimate, proven strategies that affluent individuals have utilized for decades to minimize their tax burden and maximize wealth. We’re not CPA’s or tax attorneys—instead, we specialize in safe, effective financial methods that go beyond typical advice. These aren’t loopholes or questionable tactics; they’re well-established strategies that many traditional advisors and accountants simply aren’t familiar with. We often partner with CPAs and tax attorneys to bring these strategies to more people. If you have a CPA, that’s great, we’d love to speak with them to help coordinate a plan for you.

Why should we trust you? We’ve never heard of you before.

We understand trust isn’t automatic—it’s earned. The real question is, what’s the risk if you overlook proven strategies to protect and grow your wealth, simply because they’re new to you? There’s no upfront financial cost to explore these solutions, only your time. However, doing nothing could quietly cost you thousands—if not hundreds of thousands—over your lifetime. Our clients trust us because we deliver clarity, results, and transparency every step of the way, and we’d appreciate the opportunity to earn your trust as well.