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.
Start with a free assessment
Common Questions
The free assessment is a no-commitment way to get a clear picture of your financial situation and the opportunities worth pursuing. Here's how it works:
- Discovery call: a 30-minute call to share your situation and goals, then upload tax returns, business financials, and investment statements to your RightCapital Vault for review.
- Financial review: a 45 to 60-minute deep dive into your assessment, which includes a net worth and cash flow summary, tax analysis, portfolio X-ray, and written observations.
- Kickoff & planning: Only if you decide to move forward. Set up accounts, build out the strategy, and start ongoing quarterly reviews.
There's no commitment to move forward after the assessment. You walk away with a clearer view of your finances either way.
The goal is to help business owners get the most out of life with their money. To do that, the planning work is taken off your plate as much as possible. Engagements are comprehensive and cover:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance review
- Cash flow planning
Clients work with Ben remotely from across the country, with four review meetings a year and ongoing support in between.
Lindy Wealth is a flat-fee only financial planning firm. There are no commissions, AUM fees, or hidden fees.
Fees start at $6,000 per year. Billing is done quarterly and you're free to cancel at any time. There are no long-term commitments.
Lindy Wealth is an independent financial planning firm run by Ben Stauffer, CFP®. Being independent means there are no ties to specific products or platforms, so recommendations are based on what's actually best for your situation.