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 manager, T. felt stuck—working constantly, sending huge checks to the IRS, and feeling like wealth was slipping through his fingers.
“We can’t keep writing big checks like that. You feel like you’re on a hamster wheel. I’m working all the time, and so much of it is just going to taxes.”
With seven children and a vision for financial freedom—including more family time, travel, and eventually stepping back from full-time work—T. needed more than basic tax prep. He needed a strategic partner.
During Discovery, Terra Firma identified an estimated tax savings of nearly $300,000 in the first year alone, simply by optimizing how T.’s income and assets were structured.
The member appreciated that Terra Firma’s strategies were not risky or aggressive, but rooted directly in the tax code.
“You’re not just making this stuff up. The tax code tells you exactly what you need to do.”By recovering hundreds of thousands of dollars each year that were previously going to the IRS, T. and his wife will be able to reach their goal of financial freedom far sooner than they would have before working with Terra Firma.
T.’s story is a powerful reminder: success alone doesn’t guarantee financial freedom. Proactive, strategic planning does.
