About Terra Firma
At Terra Firma, we combine faith-driven principles with expert financial strategies to help doctors and other successful business owners save big on taxes and achieve total peace and confidence in their financial life and beyond.
Our Story
Terra Firma was founded in 2015 by Bob Wolf, an expert asset coach and tax strategist whose deep knowledge of the US tax code and holistic, big-picture approach to wealth-building sets him apart from others in the financial industry.
Hailing from California, Bob and his family made the decision in 2020 to relocate to Texas. The move was driven by both personal and professional reasons, and underscores Bob’s commitment to tax efficiency and personal freedom.
Our Team
Our leadership team and the individuals they oversee all embody our core values and live them out in their daily lives. Each member of our team shares a deep desire to make a positive impact on the world beyond ourselves, and our commitment to integrity, authenticity, and generosity drives everything we do, both personally and professionally.
Bob has been very intentional about who he’s brought onboard to carry out Terra Firma’s mission. 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.
Our core values are the pillars of our practice
We hold steadfast to the belief that true wealth is meaningless if it comes at the expense of the other important parts of our life. Our mission is to serve others to fulfill who they were created to be.
Big Vision + Generosity
Integrity + Authenticity
Leadership + Accountability
Tenacity + Grit
Our Vision
We believe in having a big vision, and we help our clients discover, clarify, and achieve theirs. Our vision at Terra Firma is to serve 10,000 members through the highest level of service to empower them to save on taxes, build lasting family legacies, and make significant contributions to God’s kingdom and our world.
What Sets Us Apart
Our program is uniquely designed for doctors and high-earning service providers, leveraging our deep expertise in the US tax code and alternative asset strategies. We take a comprehensive, big-picture approach, focusing on your entire financial life, not just isolated elements.
Our Process
Every potential client engagement begins with our Cash Flow Recovery conversation, which helps us identify how much you’re overpaying in taxes. This initial step helps us determine if we’re the right fit for each other.
Next, we move into our Discovery Phase, where we dive deep into your financial life to calculate your Total Strategic Value (TSV). This number represents the tax savings we’ll achieve and the increase in your company’s multiple you’ll see by implementing our proven strategies.
Our goal is that the tax savings we achieve will not only completely pay for our fee but also put money back into your business, and portfolio.
Discover how much you may be overpaying in taxes
In 15 minutes and two quick steps, we can tell you how much you’re overpaying in taxes – and what you can do about it. Schedule your Cash Flow Recovery conversation with us today.
“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.”