Ben Stauffer
Certified Financial Planner®
Founder of Lindy Wealth
About me
I help solopreneurs and SBOs build and protect their wealth with proactive tax and investment strategy. Before starting Lindy, I worked across various wealth management firms, most recently spending 3 years at an UHNW advisory firm helping $50M-$1B+ estates manage their wealth.
1:1 Video Intro
Book a 30-minute intro call to discuss your financial goals and see if we're a good fit.
What to expect
- •Review your current financial picture
- •Understand your goals and concerns
- •Determine if we're a good fit to work together
How it works
1
Explore
A 30-minute call to learn about your situation, gather data, and define what success looks like for you.
2
Plan
Build a comprehensive plan covering your business, cash flow, tax strategy, investments, and legacy.
3
Launch
Execute your plan and optimize as life evolves. Ongoing management is $10,000/year.