Our Expertise
Our Service Pillars: Wealth Management Tax Strategies & Legacy Planning
Tax, Wealth, and Legacy, the three disciplines that set Certified Mavericks apart. Most advisors treat them separately. Our network connects them into one coordinated plan for business owners.
Core Expertise
The Three Pillars of Financial Success
Certified Mavericks are experts in three critical areas that drive financial success for business owners and entrepreneurs. Each pillar stands on its own, but the real results come when wealth management tax strategies link all three.
Tax
Tax mastery is the foundation. The average earner loses roughly 30% of income to taxes. Using advanced tax planning strategies most advisors miss, Certified Mavericks help you keep more of what you earn, legally and proactively.
Key Services
- Advanced tax strategies and business structuring
- Quarterly tax planning and projections
- Finding every deduction and credit you qualify for
- IRS audit protection and support
- Multi-state and international tax planning
Wealth
Smart wealth management tax strategies grow your money while protecting what you already have, so your portfolio and your tax plan finally work together.
Key Services
- Investment planning and tax-efficient portfolio management
- Retirement and pension planning guided by a retirement planning financial advisor
- Real estate and alternative investment guidance
- Asset protection from risk and litigation
- Long-term, multi-generational wealth growth
Legacy
Plan ahead to protect what you've built. Pass your wealth to the next generation and make sure your business and family legacy lives on.
Key Services
- Know what your business is worth
- Succession planning for family businesses
- Passing wealth to the next generation
- Trust and estate planning
- Smooth business transitions and exits
Rigorous Training
Every Certified Maverick completes intensive, hands-on training alongside industry leaders.
The Maverick Advantage
Why Choose a Certified Maverick?
Comprehensive Approach
Most advisors focus on one thing. Certified Mavericks integrate wealth management tax strategies with legacy planning so every decision compounds.
Specialized Training
Every Certified Maverick completes rigorous certification training and stays current through IRS continuing education in advanced tax planning strategies, wealth, and legacy planning.
Business Owner Focus
Whether you need a retirement planning financial advisor ahead of an exit or quarterly tax projections while you scale, our advisors serve business owners at every stage.
Proven Results
Over $1B+ saved for clients across 25 states, a track record of helping business owners reach their financial goals.
Frequently Asked Questions
What services does a Certified Maverick provide?
Three pillars: Tax (advanced strategies, quarterly planning, audit protection, multi-state planning), Wealth (investment planning, asset protection, retirement optimization), and Legacy (business valuation, succession planning, trusts and estates, exit planning).
How much can I save in taxes?
Savings depend on your income, entity structure, and situation. Clients have reported $95,000 to $470,000 in savings; the network total exceeds $1 billion. A free consultation identifies your specific opportunities.
How much does it cost to work with a Certified Maverick?
The initial consultation is free. Engagement fees vary by strategist and scope, and most clients see savings that exceed the cost.
Can a Certified Maverick help me sell or exit my business?
Yes. Exit and succession planning is a core pillar: structuring the sale, valuing the business, and minimizing taxes on the transaction. One client saved nearly $470,000 on an $8M exit.
Do Certified Mavericks replace my current CPA?
Not necessarily. Some clients keep their CPA for filing while their Maverick handles strategy; others move everything to their strategist. Your advisor will recommend the best structure.
Do you handle multi-state or international taxes?
Yes. Multi-state and international tax planning is included in the Tax pillar.
Ready to Put Wealth Management Tax Strategies to Work?
Talk to a Certified Maverick who pairs advanced tax planning strategies with wealth building and legacy protection. Free consultation, no obligation, 48-hour response.