Black Belt Financial Security
For founders, owners & executives

Grow your net worth faster — and keep more of it from taxes.

Strategies for startup founders, business owners, professionals with a net worth above $3 million, and executives planning a job change: talent-retention programs, bonus negotiation, and tax-smart ways to build wealth.

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A 30-minute strategy call is all it takes to see if we can help.

Who this is for

Startup founders

Equity, QSBS, liquidity events and paying yourself tax-efficiently.

Business owners

Owner-funded benefit plans, exit planning and retaining key people.

$3M+ professionals

Moving beyond the 401(k) to strategies the wealthy actually use.

Executives switching jobs

Negotiating sign-on, bonus and deferred comp before you sign.

01

Make $1 work in 2 — or even 3 — places at once

Today's billionaires rarely let a dollar do just one job. Learn how the same dollar can grow, provide protection, and serve as collateral for access to cash — all at the same time.

  • Leveraging programs that grow tax-deferred while protecting the people who depend on you
  • Borrowing against assets instead of selling them ("buy, borrow, die")
  • Using programs and portfolios as collateral for business or real estate
  • Leveraging programs that provide living benefits, including long-term-care support
02

Keep lowering your taxes — year after year

Your CPA reports on last year. We plan the next ten. Small structural changes compound into large lifetime savings.

  • Negotiating your corporate bonus: timing, deferral and equity vs. cash
  • Nonqualified deferred compensation and executive bonus (Section 162) plans
  • Roth conversions, backdoor and mega-backdoor Roth strategies
  • Charitable vehicles: donor-advised funds and appreciated-stock gifting
  • QSBS (Section 1202) and equity planning for founders
03

Financial concepts most people never hear about

Many powerful tools aren't advertised. We explain them in plain English so you can decide what fits.

  • Leveraging retention programs to keep key people committed for the long haul
  • Leveraging programs that fund business continuity and ownership transitions
  • Leveraging programs that capture market upside with a built-in safety net
  • Leveraging programs with a guaranteed downside floor
  • Estate-tax planning ahead of exemption changes

Which question matters most to you?

Tell me which matters most when you book — making each dollar work in multiple places, lowering taxes, or learning new financial concepts — and we'll tailor a confidential 30-minute strategy call to it.

A 30-minute strategy call is all it takes to see if we can help.

Educational information only; not tax or legal advice. Strategies depend on individual circumstances and are coordinated with your CPA and attorney. See our Terms.

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