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 me. I’ve been burned before.”
He had the financial stability most people dream of (“I could stop working today and be totally fine”), but also frustration with past advisors, a complex financial setup, and zero interest in doing all the heavy lifting himself.
But what started as skepticism turned into finding real solutions. In his first year of membership, P.K. had his first-ever strategic tax plan in place, which Terra Firma began implementing step by step, at a pace P.K. was comfortable with. Strategies included a new entity and leasing agreement for his airplane, a Roth conversion strategy, lucrative passive investments, and the establishment of a living trust to project his family and all he’d worked so hard for.
Now, he’s asking better questions—about depreciation, liquidity, asset protection, and tax-smart exits. And he’s getting tailored answers that match his values and goals.
On his first call, he said about the investment with Terra Firma, “It’s a lot of money, but if I can save even half of what you’re projecting, it’s more than worth it.”
That projection? Over $200,000/year in tax savings, made into a reality on his 2024 tax return.
From cautious to committed, P.K. is no longer asking if this works—now he’s asking how fast can we move.
