We help doctors save on taxes, build practice value, and grow generational wealth
You Deserve More
Doctors face unique challenges when it comes to building their wealth, from compressed earning years to high rates of depression and burnout in their line of work to not knowing who to trust in the financial world.
As a doctor, you’ve spent years caring for others, gaining experience and success along the way.
But as your success has grown, so has your tax bill, so you’ve found it harder than expected to get ahead.
You suspect you’re paying more than your fair share in taxes, and you wonder if there’s more that you could be doing to grow your wealth.
The reality is that you are – and there is.
Now, this isn’t your fault.
You have a team of trusted advisors – accountants, financial advisors, insurance brokers – who you believe are all taking care of all this for you.
But the truth is, these professionals work in silos, unaware of what the other is doing, so your financial world is fragmented and not being optimized to its full potential. Plus, as well-meaning and helpful as these advisors can be, they’re still incentivized to sell you products that benefit them, which doesn’t always work in your favor.
The bottom line is, you’ve likely outgrown your current team of individual advisors, and it’s time to make a change.
The Terra Firma Difference
At your level, you need a strategic partner who can take a holistic, big-picture view of your full financial life and ensure it’s all working together in the most efficient way possible. And you need a partner who understands your unique challenges and can implement collapsed-time-frame strategies to help you make up for lost time and build significant wealth in the working years you have left.
At Terra Firma, we simplify, consolidate, and coordinate a team of experts who are all working toward the same goals you’ve laid out.
By helping you save on taxes, navigate the complexities of your financial life, and grow your wealth strategically, we help you move from a place of frustration and fear to a place of power and peace.
When you work with us, you can rest assured that you’ll be treated with the utmost care, respect, and kindness, because we settle for nothing less.
Client Reviews
With just two simple steps, we can tell you how much you’re overpaying in taxes.
Who Should You Listen To?
NEWS & SOCIAL MEDIA
Financial entertainment news, social media posts, neighbors, friends, alarming phone alerts, other unlicensed experts and fake financial fortune tellers.
FINANCIAL/ INSURANCE SALESPERSON
Sales agents and sales brokers (acting like “advisors”), working at a bank or insurance company, charging commissions, bringing conflicts of interest.
ASSET COACH & TAX STRATEGIST
Completely independent and objective professionals, no commissions, held to a higher legal standard of fiduciary care in all advice given to you.
What is Terra Firma Membership
Terra Firma and our family of companies offer a large variety of services across the financial industry. So many that It may be hard to know what services you need in your current situation and that’s why we created the Terra Firma Membership. The membership is a holistic financial program that encompasses tax planning and compliance, wealth management, asset management, business consulting, and more. Through our ecosystem of companies we are able to better serve our clients and make sure there are no gaps left between the different professional advice you are receiving.
The membership is a comprehensive and structured plan for anyone aspiring to reduce their taxes and increase their wealth the way the wealthy do. Our membership will provide productive and valuable solutions to how and why you are reducing your taxes while building your wealth. Our goal is to empower you to take back full control of your financial situation.
Our Value Proposotion
We will help you ALIGN your financial choices with your most important goals and most deeply held values.
You will have your entire FINANCIAL HOUSE in perfect order and we will keep it that way forever.
You will have TOTAL CONFIDENCE that no matter what happens in the markets, the world, or the economy you will be on track to accomplish your goals for the reasons that are important to you.
SIMPLIFY
CONSOLIDATE
COORDINATE
COMPREHENSIVE
ACCOUNTABILITY
“Terra Firma Business and Financial Consultants, LLC is a comprehensive consulting firm. Our goal is to assist our clients in determining the appropriate planning needs for today with flexibility to help determine possible exit strategies in the future. Our main goal is to educate you on the necessary strategic plans and designs that are available today to assist you in meeting your goals. We bring our expertise to inform and educate on the strategies available within the guidelines of your goals and objectives. We want to help you protect what you’ve worked so hard to earn and we are dedicated to accomplishing this goal!
All materials provided or communicated are not to be intended to be used, nor can it be used by any taxpayer for the purpose of avoiding U.S. federal, state or local tax penalties. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from their own legal and tax advisors. Terra Firma Business and Financial Consultants, LLC and its consultants and/or affiliates do not provide legal or tax advice.
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IRS CIRCULAR 230 DISCLOSURE: United States Department of Treasury Regulation Circular 230 requires that I notify you that, with respect to Federal Tax penalties only, unless expressly stated otherwise above, (1) You cannot rely on this advice for protection against Federal tax; (2) nothing contained in this message was intended or written to be used, can be used by any taxpayer, or may be relied upon for the purpose of avoiding any federal tax penalty under the Internal Revenue Code; and (3) nothing contained in this message may be relied on to support the promotion or marketing of any Federal tax transaction or matter that may be subject to Federal tax penalties. Any taxpayer may seek advice based on the taxpayer’s particular circumstances from an independent tax advisor with respect to any Federal tax transaction or matter contained in this message as it relates to Federal tax penalties.”