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Read this quick intro section to get some background on me, learn how to use this guide, and of course, read the disclaimer.

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First Things First

Alright, before we really dive into these strategies:

Use some common sense.

You don’t know me. I don’t know you. I have good intentions and treat people right, but I know nothing about your financial situation. Probably not the best idea to read this guide then go out and make some drastic change on your own. But we live in a free country so do whatever you think is in your family’s best interest.

These strategies are all legitimate strategies but they are not Do-It-Yourself strategies.

I don’t teach Do-It-Yourself strategies.

If you want to implement these strategies or see what they would look like for you, book a time one-on-one with me here.

Figuring Out What Strategies Apply To You

For the most part, everything I teach is designed to reduce/eliminate taxes, increase cash flow, and build more wealth.

• If you’re a business owner, I made a section specifically for you.
• If you’re a W2 earner, I made a section specifically for you.
• If you’re a homeowner, I made a section specifically for you.
• If you’re looking for retirement solutions, I made a section specifically for you.
• If you want to see case studies, I made a section specifically for you.