Matthew A. Grieb, Cfp®, Cepa® Financial Advisor Email & Phone Number

If you are business owner, high income earner, specialist in your field, you’re used to writing big checks to the government or having it withdrawn from your paycheck. Taxes are one of the prices you pay for success. I’m going to share with you how some elite professionals & business owners are using underutilized strategies to save between $40k-$120k/yr & redirect that money that would normally go to the government into assets that can benefit you & your family.Most elite professionals & business owners are exceptional in their work. THAT’S HOW IT SHOULD BE! Their time is best spent serving their clients, patients, growing their businesses. But often that creates big gaps like: 1)Solving their tax headaches each year, 2)Using IRS guidelines that overwhelmingly favor business owners & high earners.The tax code is written for business owners & high earners...it’s a fact! Maximizing your basic 401k/SEP-IRA is great for a W-2 employee but often is inadequate to achieve the outcomes high earners seek.The problem is twofold:⛔️Inefficient tax planning⛔️Inefficient financial planningHere is what that often looks like:Accountant to Client: “You should try & get more deductions next year / Here's how we lowered your tax for last year” But what this fails to address is what you should be doing & a proactive plan for the future. Not fixing the problem leaves money on the table. This isn't just a problem in accounting but also in financial planning.Advisor to Client: “You should continue to maximize your 401k/SEP-IRA”If you have the same tax conversations each year, then your plan is likely generic & not designed for a high earner with strong cash flows. The problem is high earners aren’t normal in their financial planning needs & general solutions often don’t apply.I can’t help every situation, but if there’s a clear benefit to working together we will begin the process of creating & implementing your new plan. Let’s have a conversation and see if I can help

Listed skills include Research.

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  The Catholic University Of America

  Business Administration