How to actually get my help on complex tax + portfolio cases. 

Dozens of people hit my inbox every week asking to:

• “Pick my brain”

• Talk shop

• Learn how I run my practice

• Walk through a client scenario

• Get free advice I’m busy. And I’ve spent hundreds of hours (and a lot of my own money) getting good at this.

I don’t give that away for free.

But if you want a paid consult, I’ll give you everything I can in one session to help you and your clients.

Here’s what happens on a consult:

• You bring a real situation: a client case, tax issue, portfolio question, or business model problem.

• We spend the time tearing it apart and rebuilding it.

• You leave with a clear plan, language you can use with the client, and specific next steps.

And here’s what people have said afterward:

“Just ran through that strategy with the client — I’ve never seen them this excited in our 10 years working together. Thanks man.”

“He actually doesn’t have an advisor. But it should be a paid consult in any event. Your time was worth wayyyyy more than what you charged me.”

“Samuel, we just got our cost seg back. Saved us $32k in taxes!! Thanks so much for your advice.”

I’ve opened a handful of consult slots for next week — first come, first serve. Whether you’re:

• A financial advisor at an RIA

• A CIO of a family office

• Or a serious DIY investor who wants an edge …you’ll walk away with clarity, tax ideas, and language you can use immediately.

If you want details and pricing for a paid consult, DM me and I’ll send the booking link and how it works.