Turn your business
into lasting wealth.
Tax-focused financial planning to help business owners get the most out of their money — build a tax strategy, optimize your finances, and stop making 7-figure decisions alone.
Lindy Wealth is an independent financial planning firm run by Ben Stauffer, CFP®, helping business owners optimize their financial life, lower lifetime taxes, and grow wealth.
The goal is simple: take the planning off your plate and put your money to work toward the life you actually want. This is ongoing, custom planning built around your full financial picture.
Here’s what’s covered:
- Year-Round Advice & Support Four quarterly reviews, email support, & a to-do list that keeps moving.
- Integrated Coordination CPA & attorney coordination so every part of your plan moves together.
- Business & Tax Planning Tax modeling & proactive planning so nothing’s a surprise.
- Financial Plan & Scenario Modeling Your net worth, cash flow, & major life decisions stress-tested before you act.
- Investment & Allocation Strategy An optimized, low-cost portfolio aligned with your goals.
- Estate & Beneficiary Review Wills, trusts, beneficiaries, & insurance coverage reviewed & kept current.
- Trust & Gifting Plan Advanced estate structures, charitable giving, & legacy planning.
- Transparent, Flat Price One flat fee starting at $6,000/year. Estimate your fee.
Engagements work for solopreneurs, agency owners, founders, and anyone with meaningful business income or assets who wants their full financial life organized without spending hours on it themselves.
You’re ready if your financial life has gotten complicated. Maybe it’s a growing business, an upcoming sale, or a financial picture that’s outgrown your spreadsheet.
Get started