Have questions? Find answers below.
Explore our FAQ guide for answers to address your most common questions.
What should I expect during our first meeting?
During your consultation, we’ll review your financial goals, concerns and situation. We’ll see if our process might be a good fit for you.
What’s your process to help clients?
We follow our proven Five D’s approach:
Discovery: This is our first conversation. In order to help you, we need 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 can I schedule an appointment?
You can book an appointment through our online scheduling tool or by contacting us directly.
Are your services suitable for individuals and businesses?
Yes, we cater to both individuals and business owners seeking comprehensive financial solutions.
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 do you offer that most CPAs or advisors don’t?
Tax-free wealth isn’t a loophole or a gimmick—it’s a smarter, more strategic way to grow and preserve your money without exposing it to unnecessary taxes or market risk.
Most CPAs focus on compliance and tax returns, while most financial advisors concentrate on investments and chasing market-based returns; we focus on what’s often missing: proactive, tax-efficient strategies that grow and protect your wealth, while securing your financial future.
Some of these methods have been used quietly by the affluent for decades. Others are cutting-edge and virtually unknown to the average advisor or CPA—because they’re not taught in any textbook or licensing course. These are advanced, IRS-compliant strategies designed to unlock powerful financial outcomes most professionals simply don’t know exist.
We’re not here to replace your CPA or advisor— 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.
Trust is earned through actions, not words. At Tax Free Wealth Solutions, we lead with integrity, transparency, and a fiduciary duty to act in your best interest—always. We’re not here to sell you products; we’re here to build a long-term relationship based on results, character, and doing what’s right. Our strategies are designed to protect your wealth, reduce taxes, and give you peace of mind—not put your money at risk. If we’re not the right fit, we’ll tell you because trust isn’t just part of what we do—it’s the foundation of everything we do.
Can you help me set up a 401k, IRA, or Roth account to invest my money?
While we don’t directly manage 401(k)s, IRAs, or Roth accounts, some of our strategic partners specialize in those services. Our primary focus is on protecting your retirement from market losses and unnecessary taxes. Rather than chasing risky returns, we help clients implement elite, tax-efficient strategies designed to grow wealth and create predictable, long-term income—regardless of market conditions.
Secure Your Exclusive Consultation for a Tax Free Future Today
Take the first step toward a smarter, more strategic retirement. Our consultation is designed for high-income earners and business owners ready to eliminate tax inefficiencies and unlock their full wealth potential.