Turn your business
into lasting wealth.

Tax-focused financial planning
to help you get the most out of your money.

How Assessment Works

1
Schedule 30-minute intro call to see if we're a good fit
2
Send over tax information and financial documents
3
Review your assessment and findings to optimize your situation
if it's a good fit
4
Onboard as client and begin implementing your financial plan

Here's what you get inside.

Everything included in your $10,000/year engagement.

01. Comprehensive Financial Plan

We start by building a complete picture of your finances — taxes, investments, retirement, and legacy — so every decision works together toward the same goal.

Full tax situation review & multi-year projection
Retirement account & contribution optimization
Investment allocation & asset location strategy
02. Ongoing Tax Strategy

Proactive planning throughout the year so you're never caught off guard at tax time. We identify opportunities before deadlines, not after.

Quarterly estimated tax planning
Year-end tax-loss harvesting
Business entity structure review
03. Investment Management

Your portfolio is built and managed with taxes in mind at every step — not just performance.

Tax-efficient portfolio construction
Asset location across taxable & tax-deferred accounts
Ongoing rebalancing & drift management
04. Direct Advisor Access

You work directly with Ben — no handoffs to junior staff. Get answers when you need them, not when it's convenient for the firm.

Unlimited questions via email
Annual plan review & update
Ad hoc calls for major decisions (job change, business sale, etc.)
05. Legacy & Estate Planning

Make sure the wealth you build actually gets passed on the way you intend — with minimal tax friction and maximum clarity.

Beneficiary & titling audit
Trust & estate structure guidance
Charitable giving strategies

Common Questions

Lindy Wealth is an independent financial planning firm run by Ben Stauffer, CFP®. I work with clients across the country via video calls.

Ongoing management is $10,000/year, paid quarterly.

Lindy charges no AUM fees and has no ties to any insurance company or bank. I'm paid exclusively from client fees.

I provide comprehensive planning across five key areas:

  • Lifestyle Planning
  • Tax Optimization
  • Investment Strategy
  • Risk & Legacy Planning
  • Ongoing coordination