Unlock the Tax Strategies the Wealthy Already Know — and Start Keeping What You Earn

You’ve built the business. You’ve created the income. But if you’re like most entrepreneurs, you’re still flying blind when it comes to protecting your wealth from taxes, market risk, and poor planning.

In this punchy, no-fluff guide, entrepreneur-turned-wealth-strategist Dave Nelson reveals the exact tools used by the wealthy to slash taxes, build multi-generational wealth, and take control of their financial future—without becoming a CPA or a Wall Street insider.

Inside, you’ll discover:

✅ How to structure your business for maximum tax efficiency
✅ Legal strategies to lower your tax bill every year
✅ How to turn life insurance into a tax-free growth and liquidity tool
✅ The Roth loopholes that high-income earners are missing
✅ The Rockefeller Waterfall Method: how dynasties protect and grow wealth
✅ Real-world case studies of entrepreneurs who transformed their finances
✅ The hidden risks that eat retirement—and how to hedge against them

Whether you're in your 30s or your 60s, this book gives you a powerful overview of what truly matters: coordination, customization, and control. It’s intentionally brief, because generic advice is worthless without context.

Your success deserves a strategy. Let this book be your first step toward building a tax-smart, bulletproof financial life—with the right team and tech in your corner.

📲 Ready for the next step? Book your free AI-powered wealth strategy analysis at the end of this book.