S.K, a high-earning physician, initially connected with Terra Firma due to his significant frustration with his high taxes and the inadequacy of his existing financial guidance.
On his initial call, when Terra Firma spoke of the lack of education and guidance from most financial professionals, and how that led to people like him being forced to do their own research, he said “you NAILED it.”
Having done a lot of research on his own for about a year and realizing how time-consuming and overwhelming it was, S.K. sought out a financial partner that truly understood the financial complexities faced by medical professionals. His prior advisor’s limited focus on insurance left him feeling uninformed and uncertain about effective investment strategies for his substantial income. He said “every time I talked to my insurance guy, I felt like he just wanted to sell me something.”
S.K. paid $167,000 the year before, and in his first year with Terra Firma, he paid $78,000, enjoying a tax savings of nearly $90,000, with the next year – the first full year of partnership – projected to be well over $100,000.
Ultimately, S.K. approached Terra Firma seeking a solution to his burdensome taxes, but what he got went far beyond. He got a dedicated team committed not only to delivering substantial tax savings but also to empowering him with the knowledge and confidence necessary for long-term wealth accumulation. His wife, while initially skeptical, began joining the planning sessions with Terra Firma a few months into the relationship and was quickly won over. “I feel like I’ve learned so much already.”
The detailed, forward-thinking planning and the promise of open, ongoing communication offered by Terra Firma stood in stark contrast to the couple’s previous experiences, providing them with a clear sense of direction and the comprehensive support they had been actively seeking.
