Who We Help Built For $500K+ Earners.
Once income passes $500,000 a year, the tax rules change and so do the tools. These are the four groups Tyler works with most.
The Short Answer19th Hole Financial works with four groups who earn $500,000 or more a year: business owners, professional and retired athletes, physicians, and executives. Most clients live in California, many in Ventura County, and every plan is built alongside the client's existing CPA and attorney.
- 01
Business Owners
Cash balance plans cut today's bill. Planning the exit cuts the second one.
- 02
Athletes
A short career taxed at the top rate. The plan makes it last.
- 03
Physicians
Top brackets on every extra shift. Practice owners have more levers.
- 04
Executives
RSUs, bonuses and liquidity events, planned before they land.
- 05
Ventura County
Local tax strategy from Moorpark for high earners across Ventura County.
Your Tee Time Is Open.
Thirty minutes with Tyler. You leave with a clear read on your tax exposure and which strategies fit your situation.
- 30 minutes on Zoom
- No preparation needed
- Bring your CPA or spouse if you like