CASE STUDY: THE FOUNDER
Maximizing Income and Wealth.
Taylor knows how to manage and operate her business. Her business’s growth is compounding, her tax bill is on the rise, and she doesn’t know where to best reinvest profits. Taylor worked with Pillar to help her avoid overpaying on taxes and allocate capital wisely, so she could do what she does best…run a successful business.
*For privacy reasons, these case studies do not include real client details.
The Challenge
Taylor approached Pillar with a clear realization: she had been so focused on growing her business and managing the demands of everyday life that her personal finances had taken a backseat. While she was earning well and building wealth, she often felt reactive rather than intentional about managing it. As her business grew, she wasn’t prepared for her large tax bill, and she wasn’t confident that her income was being used to its fullest potential.
Taylor wasn’t looking for a traditional advisor. She needed strategic wealth partners who could bring order to the chaos, proactively guide her financial decisions, and help maximize what she was building.
That’s when she turned to Pillar Wealth. By delegating her finances to a capable team, Taylor gained more than just a plan. She gained clarity, confidence, and the freedom to focus on what matters most to her.
The Pillar Effect
Stabilize the Foundation
Pillar worked with Taylor and an attorney to adjust the business structure so she could maximize her pay and minimize her pass-through income tax. The team established a tax-smart investment account to ensure Taylor has liquid cash available when she wants it.
Maximize Assets
The team established a safe-harbor 401(k) plan for Taylor and her employees and created a Cash Balance Plan so Taylor could defer additional income into a retirement account.
Strategically Build
Pillar introduced Taylor to a qualified CPA firm and worked in conjunction with them to setup quarterly tax payments and a tax strategy to minimize her lifetime tax bill.
The Results
Coordinated Team
Led by Pillar
Taylor now has a hand-picked team of financial experts so every decision is aligned, efficient, and handled by the right people.
Freedom to Exit or Scale On Her Terms
With a solid financial foundation, Taylor has the flexibility to either step away from her business or grow it without pressure or uncertainty.
Clarity, Control, and Reclaimed Time
With her finances fully organized, from cash flow to investments, Taylor has regained peace of mind and the time to focus on what matters most to her: business and family.
Are You Ready to
Rest on Pillar?
Our group of clients is affectionately referred to as “The 111.” We only work with 111 families at a time so that we can give each client the attention and high-level strategy they need.
Find out if you’re a good fit by contacting us using this form, or let us help evaluate your situation by answering questions to see where you land on our “Financial Complexity Scale."