Case Study
From deep in debt to tax-smart wealth building
At 28, Brian was living what looked like an entrepreneur’s dream — his garage housed a Lamborghini Gallardo, twin-turbo R8, and a 1,700-horsepower GTR. He’d bought these to start an exotic car rental company (at least, that’s what he told his wife)..
The reality quickly revealed problems
Renting exotic cars was unexpectedly stressful
No coherent financial plan existed
Spending was less than strategic
And, he was now deep in debt…
Getting back on track
Brian needed a professional who would have his back. After getting Josh onboard (and selling his exotic car collection), he started getting organized. Josh:
Josh:
Took over management of Brian’s personal accounts
Focused his strategy on cash flow rather than leveraging assets
Established a 401(k) for Brian’s medical practice (his main income source)
Once he had things under control, Brian was finally able to sleep at night again.
Strategic planning + agile flexibility
Having worked with Josh since 2012, Brian’s plan has quickly adapted to major changes throughout his life and business.
When opening a COVID testing facility in 2020 multiplied his net worth 6X, he decided to start a small jet rental company. Josh has been with him at every step, making sure every dollar goes where it should and is never taxed more than necessary.
Brian knows he has someone he can rely on in any challenge.
Hypothetical scenario disclosure: All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. The information provided is not based on actual current or past clients. All situations are unique, and results will differ depending on individual situation.
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