The power of personal development For Doctors
Terra Firma Newsletter May 2025 by Marketing Terra Firma Are you constantly pouring into your patients but feeling drained yourself? The reality is, medicine takes a toll—not just physically, but…
From Skeptical to Strategic: How P.K. Found Clarity and Confidence in His Financial Future
P.K., a high-earning radiologist, came to Terra Firma with serious doubts. “I’m just leery… it sounds too good to be true,” he said on his first call. “It’s not you—it’s…
From High Taxes to High Impact: How One Vet Power Couple Is Restructuring Their Wealth
R.K. and his wife are veterinarians and practice owners in Florida, earning roughly $2M annually, most through K-1 distributions. With no clear financial strategy and no retirement accounts in place,…
From “Cookie Crumbs” to Serious Savings: How A Dentist Couple Got Unstuck with Terra Firma
S.C. and his wife, successful dentists with nearly $1M in annual income, came to Terra Firma feeling stuck. “We’re in a 37% tax bracket,” they said, “and our CPA isn’t…
Leveraging the full benefits of real estate as a doctor
Terra Firma Newsletter April 2025 by Marketing Terra Firma In the April 2025 issue of The Wealth Mavericks Insider, we explore how high-income professionals—especially doctors—can leverage the full tax benefits…
Beyond the W-2: How Strategic Planning Reclaimed $115,000
M.H., a radiologist, and his wife, also a physician, were two W-2 docs earning a combined $830,000 annually, and they knew they needed more than the basic tax help they…
From Hamster Wheel to Financial Freedom: How a Successful Orthopedic Surgeon Is Reclaiming His Wealth
At 55 years old, T., a thriving orthopedic surgeon, knew it was time for a better plan. Despite running a successful practice and getting support from his CPA and financial…
More Income, Less Taxes: How Terra Firma Helped Turn a $200k Curveball Into a Tax Planning Victory
When O.E., an anesthesiologist, partnered with Terra Firma for strategic tax planning, his 2024 plan was already positioned to reduce his overall tax burden. But when a $200,000 unexpected partnership…
Orthopedic Surgeon Achieves Significant Tax Reduction and Asset Protection
K.M., an orthopedic surgeon and part-owner of his practice, sought a more sophisticated approach to managing his finances, primarily driven by a desire to reduce his substantial tax burden and…
Entrepreneur Finds $100K in Tax Savings After Years of Feeling Underserved by CPAs
J.S., a successful physician and entrepreneur, reached a point of significant frustration with his existing tax advice.He said "I pay a CPA firm, but they haven't been able to teach…