I'm Dan Holzer, and I specialize in tax-advantaged investments. With my expertise and credentials, including Series 7 and Series 66 with Realta Wealth, I've formed strategic alliances to establish a virtual family office.
My Journey into Financial Planning
My journey into financial planning began [X years] ago, fueled by a desire to empower others to achieve financial success. Over the years, I've had the privilege of working with clients from all walks of life, from first-time investors to seasoned entrepreneurs, guiding them through the intricacies of tax laws and regulations.
Why Tax Planning Matters
I believe that proactive tax planning is essential for building wealth. I offer specific investments structured to lower both ordinary income and passive income, thereby strategically minimizing your tax liabilities. For instance, a $100,000 investment could potentially reduce your tax liability by $40,000. My mission is to demystify the tax planning process and provide personalized solutions that maximize tax savings and minimize stress.
A Personalized Approach
I take a personalized approach to financial planning, focusing on understanding your unique investment situation, goals, and aspirations. Whether you're looking to minimize taxes on your income, optimize deductions for your business, or plan for retirement, I'm here to help you navigate the complexities of the tax code and make informed decisions about your finances.
LET’S GET STARTED