What makes Terra Firma different? That is usually the most common question that we hear. People are familiar with the title financial advisor, CPA, CFP, investment banker, etc. but are a little less familiar with the title we call ourselves which is an Asset coach and tax strategist. What does that mean? How did we come up with that?
What is a Strategic Tax Plan? We have a lot of conversations with doctors and other business owners/high w2 earners and a majority of them have never heard this term before.
Connect with Erin on Linkedin: https://www.linkedin.com/in/enevicosi/
Schedule some time with Erin: https://meetings.hubspot.com/nevicosi
