The Story:
A cosmetic dentist was looking for ways to lower their tax burden and grow their wealth through diversified investment strategies.
Tax Situation Overview:
- Annual Income: $900,000
- Cash Flow Recovery Number: $700,000
- Estimated Annual Tax Savings: $280,000
The Strategy:
In addition to reducing taxes, we worked with the dentist to develop a wealth-building strategy that included real estate investments and retirement planning. With coaching support, the dentist also implemented cost-cutting measures that increased profitability.
The Outcome:
The dentist saved $280,000 annually in taxes and reinvested the savings into lucrative real estate investments. Our coaching reduced operational costs by 10%, increasing overall profitability and providing long-term financial security.
