I help families minimize taxes, grow their wealth, & multiply their legacy across generations. The role of the CPA is changing, and I'm leading the Industry into the Advisory model! I work with SMB Owners, CPA Firms, and RIA Family Offices. Let's connect and you'll see how my 26 years of experience will multiply your legacy! SMB Owners - According to Corvee, the average business owner overpays the
ir taxes by $23,000 / year! I've scoured the tax code, and I've mastered hundreds of strategies designed to minimize taxes! Business owners often hire me as their private CFO to improve profitability and enhance their growth. CPA Firms - I contract with CPA Firms to help them broaden relationships with clients. Clients are willing to pay for consulting services so long as they receive value. This requires an Advisory model and proactive communication with clients. RIA Family Offices - I contract with RIA Family Offices to help them broaden relationships with clients. Clients value an Advisor that can quarterback all of their family's needs. As a licensed CPA, I can provide the tailored tax planning, tax compliance, and business consulting services that you often have to turn away. My Purpose - I believe in the parable of the talents, and my purpose is to glorify God and disciple others. My wife, Jennifer and I, live just North of Austin and we have four kids, four cats, and four dogs. We actively serve at Vintage Church Liberty Hill, and we are members of the Georgetown WATCH (Homeschool) Co-op. Good Steward Wealth Advisors, PLLC d/b/a Good Steward Advisors is not a Registered Investment Advisor, and any statements contained herein are not considered investment advice. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the United States.
