Financial Advisors: You’re Leaving $341,340 on the Table
You architect wealth for clients earning $50M-$200M AUM.
But who architects YOUR Total Financial Benefit?
What is Total Financial Benefit?
Most CPAs only focus on tax compliance. Rick architects your complete financial transformation.
The Problem
You’re Good at What You Do
- • $1.5M+ revenue
- • 3-8 employees
- • $50M-$200M AUM
- • Competent CPA who files on time
But Your CPA Doesn’t Proactively Optimize
Last time your CPA called with a NEW strategy:
Never
That silence costs you
in Total Financial Benefit annually
PROOF: David K. Case Study
California Financial Advisor • $1.5M Revenue • 8 Years with Previous CPA
Client Profile
The Problem
David had a competent CPA who filed returns on time. But his CPA never proactively implemented advanced tax strategies, resulting in $341,340 in missed Total Financial Benefit annually.
His CPA was an administrator, not an architect. Filing correctly isn’t the same as optimizing strategically.
5 Strategies Implemented
Each strategy compounds to create David’s Total Financial Benefit
S-CORP OPTIMIZATION
Corrected salary distribution split to maximize tax efficiency
Annual tax savings
DEFINED BENEFIT PLAN
$250K annual contribution vs. $20K previous 401(k)
Tax savings + retirement acceleration
FAMILY PAYROLL
Spouse + children with documented business roles
Annual tax savings
QBI DEDUCTION
Optimized for SSTB (Specified Service Trade or Business) income
Annual tax savings
OPERATIONAL DEDUCTIONS
Technology, vehicle, home office, business meals optimized
Annual tax savings
Total Annual Impact
Total Financial Benefit
10-Year Impact: $3,413,400
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