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5200 77 Center Drive, Suite 210, Charlotte, NC 28217

704-200-9035
info@livefreeplan.com
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Who We Serve 
Sophisticated Strategy. Clear Planning. Simple Execution. 

Whether you’re building a business, raising a family, or planning for retirement—your financial life is interconnected. Your planning should be too. 

Right Fit Checklist 

We Could Be the Right Fit for You If...

  • You want to build wealth without sacrificing time with family 
  • You want clear strategies to pursue your financial goals and live life on your terms 
  • You’re tired of paying big tax bills without a strategic plan 
  • Your tax professional files taxes but doesn’t help you plan proactively 
  • You’re raising kids, caring for aging parents, or juggling both 
  • You own a business or professional practice (medical, legal, tax/accounting, real estate, entrepreneurial) 
  • You’re planning for retirement (50–65) and want clarity on readiness 
  • You’re living in retirement (65+) and want to maximize income and minimize taxes 
  • You need business exit planning or succession strategies 
  • You care about your legacy and want to transfer wealth efficiently according to your wishes 

Years of experience have prepared us to guide you through your life transitions.

1. Successful Business Owners 

Entrepreneurs with tax challenges 

WHAT YOU NEED: 

  • Tax minimization strategies (reduce 5–6 figure tax bills) 
  • Entity structure optimization 
  • Business exit and succession planning 
  • Tax-efficient wealth extraction 

2. Incorporated Professionals 

Doctors, dentists, lawyers, tax professionals/accountants, and specialists 

WHAT YOU NEED:

  • Retirement plan implementation (defined benefit, cash balance)
  • Partnership and compensation strategies
  • Professional practice exit planning

3. Families 

Raising kids, caring for aging parents, building wealth 

WHAT YOU NEED: 

  • Multi-generational financial coordination 
  • Education funding strategies 
  • Family protection planning (life, disability, will/trust) 
  • Healthcare and caregiving planning 

4. Planning for Retirement 

Ages 50–65, preparing for retirement transition 

WHAT YOU NEED: 

  • Retirement readiness analysis and income projections 
  • Social Security optimization strategies 
  • Healthcare and Medicare planning 
  • Tax-efficient withdrawal strategies 

5. Living in Retirement 

Ages 65–75+, managing retirement income and legacy 

WHAT YOU NEED: 

  • Tax-efficient income distribution 
  • RMD planning and minimization 
  • Healthcare cost management and long-term care 
  • Legacy and estate planning coordination 

Get Started
Ready to build wealth, take care of your family and live your life?

Schedule a complimentary strategy session to discover how a clear plan with sophisticated strategies can reduce your taxes and transform your financial future

Schedule Your Complimentary Session