Venturing off the beaten path can feel daunting, especially when it comes to something as important as your finances. Many of our new members share the same hesitation: if nobody they know works with a tax strategist, why should they?

In this episode, we’ll explore why separating from the herd can be a powerful move. Hear the story of how Bob saw the massive gap in tax planning for small and medium-sized business owners and chose to take a different route. And learn why stepping away from the norm can lead to far better outcomes.

 Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/ 

Schedule some time with Erin: https://meetings.hubspot.com/nevicosi

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The information in these videos is for informational and educational purposes only and should not be construed as tax, legal, or financial advice. Linked items may create a financial benefit for Terra Firma and its affiliates.