Freedom Wealth Planning - Sarasota, FL

05/15/2026

Free $1,000!!

The Government is handing your child $1,000. Here's what you need to know.

As part of the One Big Beautiful Bill Act, every child born between January 1, 2025, and December 31, 2028, is eligible for a new tax-advantaged savings account, with a $1,000 government contribution to start.

The Key Facts:
✅ Register today at trumpaccounts.gov - takes 5 minutes
✅ Accounts go live July 4, 2026
✅ Already filed your taxes? No amendment needed, just submit Form 4547 online
✅ Funds automatically invested in low-cost S&P 500 index funds
✅ Family can contribute up to $5,000/year after that
✅ At 18, traditional IRA rules generally apply. Depending on income, taxes, and future law, some families may explore a Roth conversion strategy.
✅ The earlier you start, the more time compounding works in your child's favor

A head start means nothing without a safety net 💥

Getting your child's financial future started is step one. Making sure they still have a future if something happens to you is step two.

If you're a new parent and haven't reviewed your life insurance lately - or don't have any -now is the time. It's simpler than you think and your insurability is never better than it is today.

📩 Send me a message - happy to make it easy.

05/04/2026

04/30/2026

There is something really powerful about being in a room full of women who care about more than just personal success.

Looking back at this past Women in Philanthropy event at Sarasota Yacht Club I’m reminded how powerful it is to be surrounded by women who care about impact, legacy, community, and using their voice and resources for something meaningful.

During this season of life, I’ve been becoming much more intentional about the rooms I sit in and the people I allow into my inner circle.

🌟 Because who you align with matters.
💯 Who you trust matters.
❗ Who you learn from, build with, and share your vision with matters.

And when you are surrounded by people who lead with purpose, generosity, and integrity, it really does change everything.

Grateful for moments like this, women like Newcastle, and spaces that remind me what true alignment feels like.

04/29/2026

Every business owner will eventually face a Triggering Event.

A partner dies unexpectedly. A health diagnosis arrives. A competitor makes a move. An unsolicited offer lands in your inbox.

None of these waits for you to be ready.

And the truth is - when a Triggering Event hits, it promotes action 100% of the time whether you've planned for it or not.

The owners who come out ahead aren't the ones who were lucky. They're the ones who knew exactly what their business was worth before the moment of crisis arrived.

A current business valuation is the foundation of every plan that protects what you've built - your exit strategy, your estate plan, your buy-sell agreement, your family's financial security.

If you don't know what your business is worth today, you're planning in the dark.

Let's change that.

Reach out and let's start with a business valuation, before a Triggering Event starts the clock for you

04/28/2026

Are you leaving six figures on the table every year?

💥 Here's what most people miss: you have until September 2026 to fund a plan and still capture the deduction for the 2025 tax year.

You might be the perfect candidate if you are:
✅ A business owner who wants to shelter more than a 401(k) allows
✅ A high-earning 1099 contractor keeping the IRS well-fed every year
✅ An athlete with NIL contracts - your earning window is short; your tax bill doesn't have to be massive
✅ A doctor, dentist, attorney, or professional practice owner carrying the weight of a business AND a high personal income

These plans allow eligible individuals to contribute and deduct hundreds of thousands of dollars per year. Not thousands. Hundreds of thousands.

⏰ That deadline is closer than it feels. And once it passes, it's gone.

The difference between acting now and waiting could be a six-figure tax bill you didn't have to pay.

Let’s find out together if this strategy fits your situation. Leave a comment or send a DM!

Thank you Galli for having me on your podcast and great conversation!

04/27/2026

💥 A business that depends too much on the owner will eventually hit a ceiling.

These 11 actions are a powerful reminder that building a more valuable business starts with a shift in mindset.

It is not just about making more money. It is about building something stronger, more transferable, less owner-dependent, and better positioned for long-term growth and optionality.

The businesses with the most value are often built differently because they are led differently.

Which of these 11 actions do you think owners struggle with most?

04/24/2026

💰 $212K in projected 2025 tax savings for one business owner!

And it did not come from buying more things just to create a deduction.

It came from better planning.

If you are facing a large 2025 tax bill, do not assume all your options are gone. Depending on your situation and if you are currently utilizing a tax extension, there may still be time in 2026 to explore strategies worth evaluating.

Send me a message to talk more!

Shout out to Galli for having me on his Podcast! More to come 🔥

04/23/2026

❗ Are you a Lifestyle Business Owner vs Value Creator?

A business can make good money and still not create real long-term value.

That was one of my first big takeaways from the book Walking to Destiny as I work through the CEPA program.

Some businesses are built to support the owner’s lifestyle. 🏄‍♂️
⚙Others are built to be transferable, scalable, and less dependent on one person.

Both may generate income. 💸
But only one is usually creating more options, more leverage, and more future value.

That’s a powerful distinction.

Do you think most owners are building for income, value, or both?

04/21/2026

It arrived. 📦

My materials from the Exit Planning Institute - the Certified Exit Planning Advisor (CEPA) program.

If you know me, you know I love to learn. And I love sharing what I learn even more. That's honestly what drew me to this program, because the strategies inside it are the kind that can completely change the outcome for my clients and other business owners.

Owners pour everything into their business. Years. Decades. Blood, Sweat, and more stress than anyone on the outside ever sees. But when it comes to planning for what happens when it's time to leave - most never get there.

👀 Over 12 million business owners are expected to exit their businesses in the next decade. (Exit Planning Institute)
🤨 83% of those owners have no written exit plan. (Exit Planning Institute)
😢 Only 30% of family businesses successfully transition to the next generation. (Family Business Institute)

I really love what I do, so I will keep showing up, keep learning, and keep bringing new strategies to the table. This is my way of not staying "comfortable" and this program is the next step in making sure I'm always staying ahead in the game!

If you are a business owner and have never had a real business valuation, even to just compare your company against industry standards, send me a DM to see how I can help you!

It's never too early, but it can absolutely be too late.

03/05/2026

Ever wondered if tax planning could offer a “Mulligan”?

I just explored those options at McHenry Advisers Tax Mulligan conference.

☀️ Just wrapped up a fantastic few days at the Tax Mulligan conference hosted by the team at McHenry Advisers, and I’m coming away energized and inspired.

As many of you know, McHenry Advisers is an actuarial‑led firm that designs and administers modern qualified retirement plans, specializing in cash‑balance plans and other advanced strategies for high‑net‑worth business owners.

Their Modern Qualified Plan framework is tailored for owners earning $500k+ who want to contribute $100k+ annually to a tax‑deductible plan, which addresses current tax needs and efficiency.

💰 One session covered their Retirement Tax Minimization Strategy, which is designed to reposition qualified‑plan assets to help address income and estate tax considerations. Properly implemented, this approach can improve the tax efficiency of future distributions and, in some cases, make portions of them tax‑free, though results will vary based on individual circumstances and current tax laws.

Hearing directly from Scott R. McHenry and the McHenry team about real‑world case studies and best practices was invaluable. Their 40‑person team including tax‑strategy specialists, plan administrators, a dedicated design team and an advanced plans attorney, deliver a true high touch experience to advisors and clients alike.

The conference reinforced that working with knowledgeable partners and employing thoughtful plan design can equip business owners to navigate tax challenges more strategically and identify potential advantages, rather than simply viewing liabilities as fixed obstacles.

I’m excited to bring these insights back to my clients, helping business owners to potentially reduce tax exposure, accelerate retirement savings and build lasting legacies. 🤑

If you’re curious about cash‑balance plans, tax‑efficient succession planning or retirement tax‑minimization strategies, let’s connect!!

Freedom Wealth Planning does not provide tax or legal advice. Therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

02/14/2026