Wealth Management & Planning

 A comprehensive, goal-driven financial plan that connects every aspect of your wealth into one coordinated strategy.

• Net worth analysis and financial snapshot
• Short, mid, and long-term goal setting
• Cash flow and savings rate optimization
• Scenario modeling and stress testing
• Annual plan review and updates

R.H.E. CPA proudly recommends Green Dot Wealth and Jared Adams as a trusted partner for education and training as it relates to Infinite Banking Concepts. Jared is an Authorized Practitioner of the Nelson Nash Institute and will custom build a plan that meets your needs and allows you to recapture the interest you're paying to commercial banks. For more information, please visit https://greendotwealth.com/ or call (770) 853-3741. 

Structured planning to ensure you accumulate what you need and distribute it efficiently throughout retirement.

• Retirement income needs analysis
• 401(k), IRA, SEP, and defined benefit plan strategy
• Roth conversion and tax diversification planning
• Required Minimum Distribution (RMD) planning
• Social Security optimization strategy

Proactive tax planning that protects your wealth at every accumulation and distribution stage.

• Capital gains and loss harvesting strategies
• Investment account location and tax lot management
• Qualified Opportunity Zone investment guidance
• Installment sale and deferred income structuring
• Multi-year tax rate smoothing strategies

Preserve and transfer your wealth to the next generation with intention, efficiency, and minimal tax erosion.

• Estate tax exposure analysis and projections
• Gift tax planning and annual exclusion strategies
• Trust structure planning (revocable, irrevocable, grantor)
• Family Limited Partnership (FLP) and LLC planning
• Step-up in basis and inheritance optimization