Black Diamond Estate Strategies

after working with the ultra wealthy for close to 20 years, like fortune 500 cfo’s, nfl team owners, and other industry influencers earning 8 to 9 figures, we understand the "money moves” they are involved in. and being “informed” they continue to compound their wealth without sacrificing their current lifestyle! our approach is unique and far from traditional status quo planning. these money moves incorporate significant tax reduction, increase in cash flow, and leave a meaningful legacy for generations. our clients come to me when they: ✔ want to set up a tax free income in retirement ✔ don't want to interrupt their current lifestyle with large contributions. ✔ want to convert their current taxable accounts to a tax free account. the landscape has changed dramatically for those who are dominating their industry. they need to be aware of all their planning options from a holistic standpoint and consider: ❌ how much money will be lost to taxes in the future. ❌ ways to get off the