Nathan Brown, CFP®'s Linkedin Analytics

As an author, educator and wealth advisor, I help executives, professionals and business owners move from a successful career to a meaningful life impact. Our services address common retiree fears and concerns so they can be freed up to make their BIG impact. We start by addressing known & unknown retiree pitfalls & dangers so our clients can Live Abundantly, being with the people they want doing the things that they want and leaving a BIG impact. We use tools and techniques beyond traditional financial planning that are in use with the rich and famous. My clients come to me when they: ✅ Need their stock compensation analyzed for diversification and tax reduction or tax elimination opportunities ✅ Need multiyear tax planning ✅ Have questions on what to do with their 401(k) or Deferred Compensation ✅ Want to plan for the exit from their business while reducing taxes ✅ Want to understand and reduce their state and federal estate taxes The landscape has changed for high earning executives, professionals and business owners and my clients are tired of not knowing: ❌ When they will be next targeted for an increase in taxes ❌ How to tax efficiently diversify beyond their 401(k) plan ❌ What will happen to their 401(k) if the market crashes ❌ Not knowing the best way to leave a legacy for their heirs and community while disinheriting the IRS ❌How to plan like the ultra-wealthy Within just a few months of engaging, they understand how to best take advantage of specialized parts of the tax code for the wealthy. They’re frequently able to: 🎯 Know how to best take advantage of their stock compensation beyond traditional planning 🎯 Know the process of building a robust, tax-efficient investment strategy 🎯 Be prepared for the uncertainties of life 🎯 Have a clear plan as they move forward on steps towards maximizing their impact on their community I am here to guide, educate, and assist those with successful careers to their BIG impact while reducing taxes. If you’re ready to grow your wealth while increasing your peace of mind then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific needs. You can reach me at 📞 503-734-6889 or email 📧 [email protected] Here’s my calendar: 👉 https://calendly.com/nwbrown/discovery-call