Pillar Financial Planning

Helping physician and business owners reduce taxes, build meaningful wealth, and reach financial independence faster.

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Why Pillar Financial Planning?

Tired of paying six figure tax bills? Get Proactive tax planning to lower lifetime taxes.
Specialize in navigating the wealth accumulation phase.
Turning portfolio’s into tax efficiency distribution strategies in retirement.
Independent with clear fees and fair pricing.
Fee-only fiduciary with strong credentials & industry background that gets results.
Work virtual, providing you a motivating and accountability partner.
Partner with independent founders (CPAs, EA, Insurances agents, estate planning attorneys) for high level execution.

Leading with Planning

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Planning is an action. It is understanding where you are in life and what you want to accomplish. Then it is figuring out your defensive strategies, offensive pushes, and executing at a high level.

Team of Experts

Group of four colleagues collaborating at a table with laptops and notebooks, smiling and engaged in conversation, with a colorful painting in the background.

Work with a team of independent founders that coordinate virtually on your behalf to execute on agreed steps.

Regular Meetings

A laptop displaying a video conference with multiple participants visible on the screen. Next to the laptop is a green ceramic mug on a wooden table.

Meet quarterly with preset agendas to to review savings rate, tax efficiency, investments, retirement withdrawals, employer benefits, and all of life in between.

Navigating Life With You

Pillar Financial Planning is a fee-only financial planning firm that offer multiple ways to engaged on your terms. Between hourly work, ongoing financial planning, and investment management. You choose how to engage.

Pillar Financial Planning is focused on bringing you real results. By partnering with independent CPAs, Estate Planning Attorney’s, health insurance, Life & Disability insurance, and other experts. You get multiple perspective with no revenue splits, no games.