Proven Strategies Designed To Boost Cash Flow, Minimize Taxes, And Safeguard Your Wealth
A Plan Focused On You
Having a financial plan that can seamlessly adapt to changes and life's consistent inconsistencies is critical. That's why my entire financial planning framework is built on the back of flexibility.
By focusing on cash flow and tax mitigation instead of insurance and investments, this approach prepares you for multiple what-if scenarios at any moment. It's a strategy built for real life, not just projections on a piece of paper.
Most financial plans today are just a sales pitch built around an unattainable future goal followed by a simple cookie cutter plan on how much insurance to buy and money to invest.
True wealth management should go beyond investments and integrate all aspects of planning. It should be designed to maximize cash flow, minimize taxes, adapt to life's uncertainties, and help you enjoy the fruits of your labor.
Meet Jeffrey Hannah
I run my own financial planning practice, but I'm not a one man band. I work with The Innovative Group, which is a financial consulting firm dedicated to assisting successful dentists, physicians, medical distributors, and small business owners make informed, academically sound decisions about their wealth.
Our group works with clients existing tax and legal advisors (CPAs, Attorneys, etc.) to create a coordinated effort that will optimize their financial picture.
In my practice, I help Main Street America "get the most out of what they got."
To do this, I help my clients implement creative financial plans that allow them to:
pay off their mortgage in 5-10 years
reduce their tax liability by 50-90%
create tax free retirements
properly structure LLCs to reduce taxes
Full Suite of Services
The product doesn't drive the planning. The planning drives the product recommendations. No matter where you are in life, or how close to retirement you are, or how much money you make, your financial plan should be customized for your unique situation. We accomplish this through a variety of strategies that can ebb & flow with all of life's consistent inconsistencies.
Early Mortgage Payoff
Tax Free Retirement
Business Sale Strategies
Tax Mitigation Strategies
Guaranteed Income For Life
Leveraged Tax Deductions
Private Equity Purchases
My 3-Step Process
Get A Baseline
We start with a quick, no-cost call to see if our strategies can help you. If it makes sense, we’ll build a complimentary financial analysis for you.
Design A Plan
I’ll analyze your data, identify tax-saving and planning opportunities, and create a custom plan—no cost, no obligation.
Educate & Inform
We put the plan into action, set up strategies, and adjust as needed to keep you on track.
Who I Work With
Home Owners
Business Owners
Accountants
Attorneys
Doctors
Influencers
Dentists
Distributors
Home Owners
Want to set up a time to talk?
Schedule A No Cost, No Obligation Meeting
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