CASE STUDIES • Logistics entrepreneur

From sky-high taxes to a well-run wealth machine

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Initial situation

Justin had an advisor. He had investments. He had cashflow generated from multiple successful businesses.

But…

Justin’s taxes were sky-high.

He wanted HFM to show him (and implement) strategies he hadn’t considered.

They did: Cash balance plans, profit sharing structures that saved hundreds of thousands in taxes while simultaneously benefiting his team and helping him retain talent.

They also coordinated with his accountants to make sure everyone was working together instead of in silos.

For Justin personally

Before HFM, Justin’s will existed but wasn’t up to date. His documents were scattered. His wealth management lacked discipline.

After working with HFM, everything got organized.

If something happened to him at 51, everything’s in order—life insurance, disability, estate planning. His wife and kids are protected.

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Justin’s in a “far better position” than when he started. Growth in cash and investments. Tax savings through outside-the-box thinking. Complete organization of his estate. And lunch-and-learns for his employees, providing education he doesn’t have to manage.

The team culture at HFM mirrors what Justin values: not stiff, professional but personable, and great at what they do.

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