Don’t let unnecessary taxes stop you from building a life you love.
If you’re making over $300,000 and are getting hammered in taxes, there’s a good chance you’re paying more than you have to. We help fix this problem.
For years, highly-paid professionals have been paying dollars to the IRS that they don’t have to. Here’s why:
As your career grows, your financial pieces get more complicated
Your CPA or tax preparer often looks at your past year only – without giving you real strategic advice
You get left with a bigger tax bill every year without any ideas for how to lower it
This results in bigger payments to the IRS year after year – often causing highly-paid professionals to pay more than they have to.
It’s time that changed.
Our job is to make sure you have the right strategy in place so you don't overpay.
We specialize in creating tax-smart strategies for our clients to help them minimize the impact of taxes as much as possible.
Ryan Knoll, CFP®, MBA, Founder of Nav Wealth
We help our clients maximize every dollar.
Financial Planning
We build financial plans that are easy to understand and follow, no matter the complexities of your situation (high salaries, company stock, business interests, etc.)
Investment Management
Get an investment strategy for your dollars in the market that aligns with the long-term goals you have for yourself and your family.
Strategic Tax Planning
We’ll account for taxes over the course of your lifetime with strategies that we can use today and in the future to make sure you’re not giving unnecessary money to the IRS.
Let’s have a conversation about how to maximize your dollars.
Schedule a complimentary 30-minute introductory call and we’ll discuss your current financial pieces and offer advice and recommendations to save money and build wealth that you never knew about
