Ticket To Freedom

A year from now, will you still be putting out fires 🧯 or putting your feet up? 🏝

You know you could have an incredible business that gives you the freedom you desire, but right now it feels more like a job.

𝙄𝙨 𝙏𝙝𝙞𝙨 𝙔𝙤𝙪?  ⤵️ 
🚩 You dread the idea of managing people, but you know you need help. 
🚩 You love your work, but you’re completely drained by your workLOAD & DIY-ing everything. 
🚩 You'd love to take that dream vacation, but your business would suffer if you stepped away. 

Stop waiting for "someday". 

If you’re a solopreneur looking to get your TIME freedom back by optimizing your business, without the frustration and confusion of doing it alone, you can call me your "Co-Pilot". 
 

𝘼𝙛𝙩𝙚𝙧 𝙬𝙤𝙧𝙠𝙞𝙣𝙜 𝙬𝙞𝙩𝙝 𝙢𝙚, 𝙮𝙤𝙪'𝙡𝙡 𝙚𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚:
✅  Reduced work hours (average: 20 hours/week) while increasing leveraged activities.
✅  Going from working IN your business all day to being in FLOW, as the visionary. 
✅  Having the right systems, so things get done without you as the bottleneck. 
✅  Ability to set it & forget it by having the right strategies in place. 
✅  Taking time OFF while your business runs seamlessly.

✅  Loving your business again & remembering why you started in the first place! 

Are you ready to check off these boxes 👆? 


𝙃𝙤𝙬 𝙄 𝙃𝙚𝙡𝙥 𝙔𝙤𝙪 𝙎𝙘𝙖𝙡𝙚 𝙔𝙤𝙪𝙧 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 ⤵️

🏝 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗦𝗲𝘀𝘀𝗶𝗼𝗻:  As a solopreneur, it's difficult to see your blindspots (& opportunities). 

We'll identify points of leverage in your business & a roadmap you can begin following right away to make more money in less time (link in profile). 

🏝 𝗜𝗺𝗽𝗹𝗲𝗠𝗲𝗻𝘁𝗼𝗿 𝗦𝗽𝗿𝗶𝗻𝘁:  1:1 mentorship + implementation. We'll improve your business structure, FIX what's broken, and most importantly: *implement* systems to run your business on auto-pilot to achieve the freedom you desire. 

𝘿𝙈 𝙢𝙚 "𝘾𝙊-𝙋𝙄𝙇𝙊𝙏" 𝙛𝙤𝙧 𝙙𝙚𝙩𝙖𝙞𝙡𝙨 💬

👇 Testimonials & Client Experiences Below 👇

Business Consultant For Solopreneurs

🎤 Freedom-First Business Principles: Work when, where, how and with who you want.

🎤 Systems for Solopreneurs: How to create business systems that run without you.

🎤  Master of Ceremonies, workshop & stage host and facilitator.

Keynote Speaker

Dao Financial Solutions

Optimized the business for location independence and reduced executives’ workweek to less than 3 hours. 

▪️ Strategic Planning & Implementation 
▪️ Operations & System Integration 
▪️ Hiring & ‘Lean Team’ Growth

"Renee gave us the ability to work when we want, where we want and with who we want. If that's not freedom, I don't know what is." - Jermane Cheathem, Founder & CEO

Chief Operating Officer

Creators Learn

Helped solopreneurs launch and scale their own lucrative, freedom-first business in financial services.

City of Phoenix

▪️ Project Strategy & Management - $60M Annually
▪️ Administration Policies & Procedures 
▪️ Event Planning and Coordination
▪️ Team Building and Leadership
▪️ New Program Development   
▪️ Strategic Planning

Program Administration

Ambitious Solopreneur? Get back 10-20 hours per week w/ systems & delegation 🏝️ Your 'Co-Pilot' to scale with simplicity.

I was living my life waiting for “someday”... 

“Someday” I’ll take that trip... 

“Someday” I’ll have more autonomy... 

"Someday" I'll have more time to do what I love...

Then, I decided to stop waiting. 

I started designing the life and business I wanted. 

In 2016, I dove head first into entrepreneurship.
 
I went from $0 to 5-figure months within 90-days. Within a year, I paid off all my debt and created complete financial freedom for myself. 
 
Having money is great (don't get me wrong), but I wanted true wealth = TIME freedom.

I wanted a business that would run without me. 

I dreamt of unplugged vacations, living in other countries and exploring the world less-traveled. 
 
To make this happen, I needed the right strategies and systems in place to run on auto-pilot, while STILL growing profits and serving my clients at the highest level.
 
So, I invested thousands of dollars and countless hours figuring it out & making every mistake you can think of, to find the simplest solutions to scaling as a solo. 
 
Since then, I've applied these same solutions to other 1-person businesses. I help solopreneurs get back 20+ hours per week by amplifying what they love doing and simplifying everything else.

My clients are scaling their 6 & 7 figure businesses without wasting more time, adding complexity or hiring a bunch of people. 
 
This isn’t theory (see testimonials below). 

And I actually live this life too! 

I've been traveling full time since 2019 (40+ countries so far), keeping business simple, and having the time of my life instead of waiting for "someday". 


𝙃𝙤𝙬 𝙄 𝙃𝙚𝙡𝙥 𝙔𝙤𝙪 𝙎𝙘𝙖𝙡𝙚 𝙔𝙤𝙪𝙧 𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 past $100K+ ⤵️

If you’re looking to get your TIME back without the frustration of doing it alone, I'm your "co-pilot" 🚀

I help you amplify your impact and simplify your business to operate seamlessly around your ideal lifestyle. 

🏝 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗦𝗲𝘀𝘀𝗶𝗼𝗻: As a solopreneur, it's difficult to see your blindspots (& opportunities). 

We'll identify points of leverage & a simple roadmap you can put into action, to work less while increasing income (link in profile). 

🏝 𝟭𝟮-𝗪𝗲𝗲𝗸 𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗦𝗽𝗿𝗶𝗻𝘁: 1:1 strategy + implementation. Most consultants just talk strategy, but I'm all about that ACTION. We'll improve your business structure, FIX what's broken, and most importantly: *implement* systems to run your business on auto-pilot to achieve the freedom you desire. 

Use the appointment link to book a call 👩🏻‍💻

Renee La Tour

The busy attorney's financial advisor | Putting your money where it matters most, so you can reduce your taxes today and tomorrow. Stop tipping Uncle Sam!

Hundreds of law firm owners have worked with me to cut their taxes, protect what they’ve built, and create financial freedom on their terms.

They call me The Wealth Guardian — because my superpower is helping attorneys keep more of what they earn and build a financial foundation that lasts.

Here’s what I see every day:

You’ve built a successful firm.
Clients are happy. Revenue’s strong.

But your tax bill? That’s another story.

Most attorneys don’t overpay because they’re careless.
They overpay because they’re too busy serving others to plan ahead for themselves.

That’s where I come in.

I help law firm owners simplify the complex — so they can stop tipping Uncle Sam and start building lasting wealth.

Our MPG System is built around three goals:
✅ Minimize taxes with proactive, law-firm-specific strategy
✅ Protect income and assets from hidden risks
✅ Grow wealth with clarity and confidence

We start with a simple belief: serve the person, not sell the product.
No cookie-cutter plans. No pressure. Just smart strategy that fits your life and your firm.

A little about me:
I’m a Chicago guy at heart, a lifelong baseball fan (had a little trouble with the curve), and now a Florida resident who still bleeds Blackhawks red. I’m also a proud dad to a physician assistant daughter and an active member of AHEPA, raising scholarship funds for local high school seniors.

Next step:
If you’re ready to see how smart tax and financial planning can create real freedom — let’s talk.
📩 Book a 20-minute Ask-Frank-Anything session — no pressure, just real insight.
📞 954-253-5508
📧 frank@palmwealthpartners.com

P.S. You’re gonna love the way you feel when you stop tipping Uncle Sam.

Frank Rekas, CPFA

The perfect weekend. Better than 6-7. 😉

After a good week getting 2 referrals, and 
onboarding 2 new clients, I headed home.  

Pizza on Thursday night. 
Greek food Friday night.  
Blackhawks win Saturday night. 

And the mid November weather was perfect.  

Thank you Chicago.  You did not disappoint!  

Heading back to Florida today.  
Won’t be around much.  

This was exactly what I needed for the 
push of the end of the year.  

I’ll catch up with all comments when I can. 

See you all Monday.  

How was your weekend?

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There's three ways to buy long-term care protection:

Which one is the right one for you?

Most law firm owners I meet don’t avoid planning for long-term care.

It's just that no one ever had the conversation with them, 
and they just may not understand it.

Some think it’s all the same: 
You pay a premium, and hope you never need it.

But these days, there’s actually three very different ways 
to design long-term care protection.

Here’s a quick breakdown I share with my clients:

1. Traditional Long-Term Care Insurance:
Think of it like homeowner’s insurance for your health.
You pay a premium, and if you need care, the policy pays benefits.
If you don’t need it, at least you were protected, just like car or home insurance.

✅Pros: Typically the lowest cost for pure coverage.
⚠️Cons: “Use it or lose it.” Premiums can increase over time.

2. Hybrid Life Insurance with Long-Term Care
This one’s become the most popular.
It combines life insurance with long-term care benefits.
If you need care, the policy pays for it.
If you don’t, your family receives the life insurance benefit when you pass.

✅Pros: You’ll always get value, either for care or a death benefit.
⚠️Cons: Higher upfront cost compared to traditional LTC.

3. Annuity with Long-Term Care Benefits
Ideal for people with existing cash or CDs earning little interest.
You reposition money into an annuity that multiplies its value for long-term care needs.

✅ Pros: Leverages idle money for future protection, with guarantees.
 ⚠️ Cons: Best for those who can tie up assets for the long term.

The truth is, there’s no “one-size-fits-all.”
The best option depends on your age, health, liquidity, 
and how much flexibility you want.

The goal?
To protect your assets, and your independence, 
so your family never faces the same tough choices mine did.

November is Long-Term Care Awareness Month, 
and it’s the perfect time to review your protection strategy.

I’m Frank Rekas, Personal CFO for law firm owners.

My MPG System helps you Minimize taxes, 
Protect life income and assets, and Grow wealth.

And long-term care planning is right in the middle of that “P.”

P.S. Take my 15-minute Financial Discovery, and I’ll show you which 
of the three approaches fits your plan best, and how to fund it efficiently.

Are you aware of the 40% gap? 

Too many law firm owners and attorneys 
don't take long-term disability insurance seriously.

More often than not, your group coverage 
isn’t what you think it is. 

Here’s an example of how Tony found out that he wasn’t protected enough:

He had a monthly income of $15k

His group coverage at the firm only covered the typical 60% of income. 

What he didn’t realize is that there was a
cap on the coverage of $6,000 per month. 

Here’s what that looks like:

Monthly income: $15,000.

60% of coverage equals: $9,000 per month.

Disability coverage: 60% of income up to $6,000/month

Shortfall: $3,000 per month.

Actual disability coverage: 40% of monthly income.

That’s not enough protection for him and his family. 

And wait.  It doesn’t end there.  

If the firm pays for his coverage his 
monthly benefits could also be taxable. 😬 

That makes the gap even worse. 

We filled the gap with a personal policy.
One that follows him no matter where he goes.

One that took less that 10 days to put in place.
Simple.  Easy.  And affordable.

Now Tony doesn't have to wonder anymore if "it" happens,
will he and his family be okay.  He knows they will.

Your number one asset is your ability to earn an income.

And income doesn’t grow on trees.

Knowing your benefits beats being surprised by them when you need them.

“Meet me under the clock.”

In Chicago, you don’t need a map.
You don’t need a pin.

You need four words and you know where to be. 

State & Washington.

Say it out loud and every Chicagoan instantly knows:
You mean THE clock, the Marshall Field’s clock.

 The original meetup spot before you had
GPS, texting, or “I’m almost there” excuses.

Only in this beautiful city could a clock on a corner have more loyalty, 
history, and meaning than half your cousins.

You didn’t need directions.

You didn’t need to ask questions. 

You just need to say “Meet me under the clock,”
and everyone magically appeared right where they were supposed to be. 

Happy Saturday from Chicago. 
Where even our intersections are historic.

Thank you Chicago. 

You’re always just what I needed.  

#WalkingandTalking #FranklySpeaking

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Renee La Tour

Frank Rekas, CPFA

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