Tax PlanningPre-RetireesRetireesEquity CompensationReal Estate InvestorsHigh Net WorthHigh-Income ProfessionalsLife Transitions & DivorceTech Professionals
Phil Orwig, CFP®, CPWA®, ChFC®, CLU®, RICP®, EA
Fair Asset Management
Price Range: $7,500/year per household
I specialize in working with high-income W2 employees and pre-retirees age 50+ that have "over-saved" and for whom taxes are a major pain point.