Why Wealth Strategy Advisory Services?...
.....Wealth is More Than Money
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Wealth isn’t just about accumulating money; it’s about strategically managing and growing your financial resources to secure a prosperous future—for you and the generations to come. That’s where Wealth Strategy Advising comes in.
​​Many high-income earners and business owners are focused on immediate financial gains but miss the critical opportunity to structure their wealth in a way that maximizes growth, protects assets, and reduces tax burdens. Without a comprehensive strategy, you could be leaving money on the table and exposing yourself to unnecessary risks.
Why Work with
Second Wind Wealth Strategy Advisory Services?...
.....Unlock Your True Wealth Potential!
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The top 1% don’t get there by accident—they understand the significance of strategic positioning, leveraging opportunities, and minimizing liability. We apply this knowledge to both short-term wins & long-term wealth-building strategies, ensuring you’re not just earning but growing and protecting your wealth.​​
You are a:
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High W2 Wage Earner
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Business Owner (LLC, Partnership, or S-Corp, etc.)
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You have:
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$100,000 or more in Taxable Income
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Tax-liability of $5,000 or more
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A desire to create generational wealth
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You value:
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Investing in yourself, business, and your legacy
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Strengthening your generational wealth
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Personalized strategic planning
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Acquiring and protecting your assets​
... If This Describes You
Then Our Wealth Strategy Advisory Services ARE for You!
Our Wealth Strategy Advisory Services are for you if....
There's No Time Like the Present Time!
​​Unlike Tax Preparation Services which determine the amount of Tax Liability after the year has ended; Wealth Strategy Advisors take a proactive approach.
Using a Future-Forward Framework, we not only identify strategies that are most beneficial to your specific goals and needs.
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With our Wealth Strategy Advisory Annual Program, we provide support and help guide you through the process of implementing your personalized Wealth Strategy Blueprint throughout the year.
Bridging Life Strategies & Business Blueprints to Unlock Your True Wealth Potential!
Wealth Assessment
A Comprehensive evaluation to identify your tax-saving opportunities; tailored to your unique financial situation and future-forward goals of wealth generation
Entity Assessment
Ensure your business entity is structured to maximize profitability & efficiency while protecting your personal and professional assets
Tax Assessment
2-Year Retroactive Tax Review to ensure every potential tax-savings opportunity has been utilized
Tax Projection Estimate
Tax Year Projection with advanced strategy tools allowing us to create a proactive tax-saving blueprint before the year ends
What You Can Expect From Our Wealth Strategy Advisory Services:
Wealth Strategy Blueprint
Customized 2-Year Walth Strategy Plan tailored specifically for you, focusing on reducing tax liability and strategic positioning aligned with your future wealth goal and asset protection
Quarterly Projection Meetings
We meet with you Quarterly to provide projection updates and make any adjustments needed necessary to ensure you Wealth Strategy Blueprint continues to align with your goals
Monthly Implementation Check-In
Designed to fortify your Wealth Strategy Blueprint; we check-in to ensure you have the support you need to execute every strategy effectively and efficiently mitigate any unforeseen challenges in the implementation of each Wealth Strategy
Our Wealth Strategy Advisory Services ARE for You!
Our Wealth Strategy Advisory Services are for you if....
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Are you tired of overpaying taxes?
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Do you wonder how you can keep more of your money to create the life you have imagined for your family?
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Have you wanted to build generational wealth and protect your assets but nor sure exactly how?
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Are you unfamiliar with tax law or know little to nothing about key wealth strategies that reduce or eliminate your taxable income?
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Do you get overwhelmed trying to figure out how or even if your expenses qualify for a deduction or can be "written off" on your tax return?
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Are dedcutions such as the use of home office, supplies, mileage, property taxes, insurance and meals the only strategies you use every single tax year?​
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Have you heard of other tax strategies like paying your children or the Agusta Rule but have no idea how to implement it or if your entity is even structed properly to be able to implement it?
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Have you requested an extension because you fear owing an enormous amount in taxes each year?​
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