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 giving us ideas on how to change that—we just get vague maybes and reminders after the fact.”
Their goals were clear: slash taxes, build serious passive income, and gain the freedom to work by choice, not necessity.
After a tax review, Terra Firma identified $188K+ in federal tax savings using just 1–2 of 120+ strategies available to members. “Your fee is higher than what we’re used to,” S.C. said candidly, “but if you can save us that money, it’s worth it.”
Now well into their first year with Terra Firma, S.C. and his wife have seen the estimated tax savings become reality and are confident they made the right choice. With each new strategy session, they’re learning more and more about their finances and ways they can legally shift dollars into wealth-building opportunities. The members report being happy and relieved to finally be getting more than the “cookie crumbs” they used to get from their previous financial team.
