Live Your Best Life With A Wealth Acceleration Plan That Provides Financial Freedom!
Do you have a Personalized Tax & Investment Strategy that Grows Your Wealth Rapidly? Eighty percent of your ability to grow your wealth rapidly is dependent upon two factors: 1. How much you pay in taxes and 2. How well your investments perform.
Most CPAs are historians that tell their clients how much they make, how much they owe, when and where to file their taxes, and oftentimes how to write large checks at the last minute when you least expect. We help clients recover dollars they unnecessarily pay in State and Federal income taxes. Many Americans have all their capital in market-based investments and, at best, grow their wealth at a 6 to 8 percent annualized rate over a career of work. And then suffer major losses in down markets. We help clients create the X-Factor in their financial life by responsibly diversifying capital into off-market passive real estate and alternative classes, which offer the potential for both improved performance and a tax strategy that oftentimes keeps the income and gains off the 1040.
Learn how our tax strategists can create a lifetime annuity of tax savings, shaving years if not decades off the time it takes to reach your financial freedom goals
Responsibly diversify and reallocate market-based investments into passive real estate and alternative classes, with the potential to improve performance and shelter income and gains from taxation
Reducing Taxes, Hedging Inflation, Preserving Capital, & Generating Improved Returns
Mitigating taxation is all about having a strategy and a plan. How many times did your CPA meet with you last year before the end of the calendar year to give you advice and guidance on how to create savings? Our tax season starts in October, when we have ample time to create savings before the end of the year. Certain asset classes offer a hedge against inflation, allow investors to protect market gains realized over the last decade, and perform in a counter-correlated manner during a significant market correction. Learn how we can help you by focusing on the 80 percent that matters in your financial life!
Controlling the cost of taxation is about paying tax on the cash flow we need to fund our lifestyle and moving all additional income into an environment where we are either deferring or eliminating taxation. It’s not rocket science, but it is a systematic process that requires planning
Understanding which investments in specific asset classes outperform the market preserves capital and improves investment performance
Diversify your capital into off-market investment opportunities that most financial advisors do not have access to or will not recommend because they cannot get compensated for these capital placements
Certain investments have embedded tax strategies that offset your earnings and distributions which can be instrumental in keeping income off the 1040 during years where you have high active income from the job you occupy, the profession you practice or the business you own
Steps in the Wealth Acceleration Process
Accelerating your wealth is all about planning. Our process starts with a Wealth X-Ray where we review prior year personal and business tax returns and itemize on a line-by-line and form-by-form basis exactly how much we can save. We project these savings into the future and show how the power of compounding can shave years, if not decades off the timeline it takes to reach your financial goals. We review every investment in your portfolio and benchmark them against the index on a year-to-date and one, three, and five-year basis, which allows you to make informed decisions about capital allocation.
01.
Analyze Your Current Tax StructureWe create immediate savings and value by reducing the cost of taxation. Our process fits the unique tax attributes of each entity type to your financial situation, which provides the basis to reduce taxation. We teach you how to take income and gains out of your business and investments in the most tax-efficient manner, and we design a fringe benefit plan that allows you to pay for many items on a pre-tax basis.
02.
Evaluate Investment PerformanceWe create a report card that shows you exactly how well or poorly your market-based investments are performing against the index for each class of investment. This evaluation becomes the basis for making responsible decisions regarding the allocation of capital into passive real estate and alternatives that have the potential to improve performance.
03.
Implement Wealth Acceleration RecommendationsNot only do we create the plan, but we also implement it with you! Our team of strategists will implement every aspect of the tax plan creating the savings we illustrate. Moreover, our firm will take care of all tax preparation and compliance when needed. Our suite of off-market investment opportunities as well as those from our private equity partners will lock in the wealth acceleration plan, ultimately allowing you to enjoy a degree of financial independence years if not decades before normal retirement age.
Charlie Dombek, CPA
Charles Dombek, CPA MBA, is an internationally recognized financial and wealth architect and is one of the foremost authorities on domestic and international tax planning and mitigation. He has been a practicing CPA for over 25 years and is the founding partner at The Optimal Financial Group, which is a boutique CPA firm with a national footprint.
Charlie has raised more than $100M in equity for real estate acquisitions totaling nearly $1B over the last two years. He is a direct sponsor of an asset-backed lending platform in micro-lending niches as well as a FOREX trading platform with over $50M in capital under management.
Charlie’s clients include family offices, professional athletes, entertainers, and highly successful healthcare professionals. Charlie began his career in the late 80′s at the Big Four national accounting firm Ernst and Young. He holds an MBA from the College of William and Mary, along with a Bachelor of Science in Accounting from Virginia Tech. He is a highly recognized author and a regular speaker at financial and investment workshops throughout the world.
Outside of the office, Charlie can be found around the world in the streams and rivers with a fly rod in his hand and chasing world championships on the men’s senior tennis circuit.
You Will Not Accelerate Your Wealth Rapidly
Most people do not have a purposeful investment strategy that allows them to accelerate the rate of return in tax-efficient investments. 80% of your ability to grow your wealth rapidly is dependent on how much you pay in taxes and how well your investments perform.
Are you happy with the savings your CPA generates for you and how well your investments are performing in this economic environment? Here are some issues to consider:
- You work with a stereotypical CPA, a historian, who tells you how much you owe in taxes
- Then often times, you write some pretty large checks when you least expect it
- Your market-based investments have lost 20 percent or more due to rising interest rates and prolonged inflation
- You do not have access to trusted, tax efficient alternative investments that potentially outperform the rate of returns that stocks, bonds, mutual funds, and ETFs provide
Focus On the 80% That Matters to You
Our Wealth X-ray focuses on the 80% that matters and creates a Lifetime annuity of savings- First, solely focus on the recovered dollars you unnecessarily pay in the form of State and Federal income taxes
- Second, help you potentially improve the way your investments perform with diversification
- Allocate your capital out of the financial markets into tax-efficient investments
- Schedule meetings to review your personalized plan and evaluate the performance throughout the year
What Our Clients Are Saying
I advise everyone to use his strategic planning. Charlie saved me over $50,000 in the first year I worked with him. He’s consistently saved me 30% off what my former accountant could do. You have nothing to lose and lots to save!
Charlie helped me negotiate the sale of my dental practice and allowed me to get paid more than $100,000 more than I was offered initially. You need to talk to Charlie before even thinking about selling your practice!
I recovered $39K in overpaid corporate taxes by returning a net operating loss. Charlie implemented a specialized pension plan that created a $1.4M tax deduction when I sold my dental practice, which saved me $600K.
I saved over 20% in federal taxes and engineered the acquisition of a new practice building adding over $ 100K in value.
Axium Wealth
We are a Wealth Acceleration and Tax Mitigation Company that offers personalized financial strategies to help our clients build wealth and minimize taxes. We know that 80 percent of the ability to grow your wealth rapidly is dependent upon how much you pay in income taxes and how well your investments perform. We have a consistent track record of recovering dollars our clients unnecessarily pay in the form of state and federal income taxes. Our team helps clients responsibly reallocate capital out of market-based investments into passive real estate and alternative investments. Our clients typically save 30 percent or more on their taxes, are potentially able to increase multi-year rates of returns by a factor of three or more, and can reach their financial freedom goals years, if not decades, before normal retirement age.
Contact us today to learn more about our services and how we can assist you in becoming the Architect of Your Financial Future.
Wealth Acceleration Plan
1560 E Southlake Blvd | Ste 100 | Southlake, TX 76092
P: 817.242.6474 | E: info@axiumwealth.com