The Trifecta is the proven structure I’ve taught to thousands of clients nationwide. It brings together your:
1. Operations (your business or side hustle)
2. Assets (real estate, investments, retirement accounts)
3. Estate Plan (revocable living trust and legacy planning)
This framework creates synergy across tax planning, asset protection, accounting, and wealth-building. Whether you’re just starting out or already building wealth, the Trifecta helps you see the big picture and plan your future with confidence.
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