(And Finally Start Charging Higher Fees)
Unlock expert tax mitigation and investment strategies for your clients.
Create more wealth for them without having to grow their top line.
Our team of experts has 30+ years of experience advising high networth individuals.
Though well-intentioned, tax preparers struggle to stay updated with the intricacies of the ever-changing 1700-page federal tax code.
Stuck in old patterns and outdated ways of thinking, they end up repeatedly applying the same tax strategies - without ever stopping the leaks.
There’s a different way.
Imagine having your own system, created by experienced tax strategists, to proactively reduce your tax before you start earning.
Plug the leaks and watch your finances flow.
Your financial prosperity is not just a goal; it's our unwavering commitment. Our tax-saving strategies are designed with your success in mind, helping you keep more of your hard-earned money while staying compliant with the law. We are wholeheartedly dedicated to serving you and ensuring your financial well-being remains our top priority. Our commitment to serving you is unwavering, providing expert guidance and support every step of the way. With our dedicated team by your side, you can trust that your financial well-being is in capable hands.
Transform your life with intelligent, innovative, and tailored tax mitigation and wealth-building strategies.
The tax code can be used to help you build your wealth, not drain it all away to the IRS - which means some of your taxes are optional.
Keep more of your money by paying less taxes with a legal and ethical tax strategy.
“Fix My Client’s Broken 1031! Please!”
A CPA reached out for our help. His client had sold his property and was trying to buy an apartment building; the purchase fell through. The time window for harvesting the tax savings through the 1031 exchange was closing. That meant this real estate investor would be stuck with a very high tax bill for the sale of his property. The CPA asked, “Can you help fix this broken 1031?” We found a solution for this CPA and his client.
Helped a Lawyer Decrease Taxes on Ordinary Income by $1.4M In a Single Tax Year
We spoke with a frustrated lawyer. He said, “I work hard. Last year I earned more than $3 million. When my CPA told me I would pay almost half of that in taxes, I began to wonder whether it’s worth it. Is there anything you can do to lower my tax bill?” We were able to reduce this lawyer’s earned income from $3million to $500K. This resulted in significant tax saving.
Helped Doctor Cut His Federal Taxes by $440K and His California State Taxes by $40K
H, an orthopedic surgeon with a focus on personal injury generated $1.8M in annual income. He was feeling the tax pain. H worked with a CPA who came highly recommended by a colleague. H said to his CPA, “There must be something I can do to reduce my taxes.” His CPA reassured him that he was claiming all the legal deductions. H knew there must be a different way. We created a comprehensive tax plan that cut his federal taxes by $440K and his California state taxes by $40K. Now this CPA sends other cases our way!
Reducing Taxes by $26 Million When Selling a Business
My client C worked diligently for years building his business manufacturing technology. Finally it was time to enjoy the fruits of his labors. He had a buyer willing to pay him $126 million for his business.
His enthusiasm was dampened when his CPA told him how much he would owe in taxes.
We created a comprehensive plan that resulted in $26 million in tax savings. This was $26 million more in his pocket.
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Financial Architects, Inc. is an independent firm with securities offered through Cabin Securities, Inc. member FINRA, SIPC. Registered Branch address: 338 S Rosemead Blvd, Pasadena, CA 91107. Registered branch phone number: (626) 844-1190 x102. Office of Supervisory Jurisdiction: 6240 W. 135th St. Suite 214 Overland Park, Kansas 66223 (816) 6996-204 website: www.cabinsecurities.com
Investment advisory services offered through Cabin Advisors LLC, a Registered Investment Advisor in the State of Kansas. For more information, click here.
We believe in transparency for more information on us, please visit AdviserInfo or BrokerCheck by Finra.