Hi, I’m Terry!
I’ve spent over 20 years in the financial industry and was frankly appalled looking at so many financial portfolios and seeing how much money people were making and then giving right back without truly preserving wealth.
I experienced this first hand, and it didn’t sit well with me that I was making good money in my career, but so much was being taken away with taxes.
So I doubled-down and learned the ins and outs of the tax code in order to start maximizing my tax savings. But, I didn’t stop there, I learned the secret strategies that Fortune 500 companies use to save on taxes and accumulate wealth and I began teaching these to other business owners.
I’ve now coached several multi-million dollar businesses through a unique method I created to help them reduces their taxes and focus on building wealth.
My wealthcentric tax strategies have helped 100s of business owners just like you increase your bottom line, reduce their expense, increases cashflow, & create assets to protect that wealth.
I’m excited to do the same for you!