Leslie

Hello, I’m Leslie, reaching out on behalf of John Martin, a comprehensive financial planner who has spent more than 30 years helping successful medical professionals and business owners improve their long-term tax and wealth strategies. Rather than leading with financial products, John’s approach centers on identifying inefficiencies and designing more effective structures. Through a process called MyTaxDesign, he works directly alongside clients’ existing CPAs to uncover hidden tax inefficiencies and opportunities that are often overlooked. His focus is on protecting wealth and improving after-tax outcomes, whether through advanced Roth conversion strategies, reducing or eliminating capital gains exposure on appreciated assets such as real estate, crypto, or business exits, or implementing indexed investment strategies designed to capture market-linked growth while limiting downside risk. Would you be open to a brief introductory conversation with John to see whether his process could uncover opportunities for your business or practice? You can grab a time here: https://calendly.com/john-martin-tax/30min, or let me know what might work best for you.