Dan Matheson, Ea, Cepa, Chfc, Clu, Ricp Email & Phone Number

Own a business? There’s a good chance you’re paying more than your fair share of taxes and it's likely your financial advisor is ignoring 80% of your assets by not doing anything to increase the value of your business--your most valuable asset! As the only Certified Exit Planning Advisor (CEPA®) in Utah with the additional credentials of CLU® and RICP®, I'm uniquely qualified to increase the value of your business, design tax strategies and succession strategies for a great next phase of your life. TAX STRATEGY is one of the most undervalued and overlooked aspects of your success. I’m a no-nonsense, highly accredited professional dedicated to your success. Putting the right strategies in place will generate an IMMEDIATE impact on your bottom line! Every dollar you save in taxes is a dollar-for-dollar increase in your income. Investing a little time with tax strategy is life-changing and yields a great ROI. If we haven’t already, please accept my invitation to connect with you and allow me the opportunity to share important tax strategy updates and tips which will help you prepare and enjoy your life and the retirement you desire.Reach out to me anytime at:Dan MathesonPhone: 801-709-3535Email: dan@k2businessgroup.com“We teach and incorporate principles that bring financial stability and prosperity into the lives of our clients. This approach allows our clients the incredible blessing of living free from financial fear--no matter the market conditions, no matter how long they live. As a result, our clients experience the joy of pursuing their personal aspirations while experiencing the rewards of nurturing those they love. We believe this type of financial freedom is the very essence of TRUE WEALTH.” Dan Matheson, CLU®, RICP®, CEPA® K2 Business GroupFounder/CEO, Financial Advisor