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5200 77 Center Drive, Suite 330, 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. 

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