Meet Teresa.

Financial life designer and educator, Teresa Kuhn, JD, RFC
has a passion for formulating innovative blueprints
that help her clients grow and preserve their wealth.

Right now, the United States is over $32 trillion dollars in debt and it’s getting worse by the second. Fallout from this unfathomable debt load, along with wrongheaded economic policies, market manipulation, and continuous crises has rendered traditional methods of managing and growing wealth ineffective.

My name is Teresa Kuhn and as a wealth and retirement income strategist I’m here to help business owners, self-employed professionals, and other successful individuals make that shift. My years of experience in law, finance, and entrepreneurship have provided me unique perspectives on how money really works or at least, how it is supposed to work.

I designed The Untaxable Wealth Transformation Process to help people like you discover how to survive the multiple threats to your wealth and financial well-being. My customized process is fine-tuned to your needs, risk tolerance, money goals, and relationship to money. I listen to your concerns, answer your questions, and dig deeper. I want to craft a finely-tuned blueprint that will allow you to maximize every penny of your savings and turn your tax liability into wealth.

When you decide to work with me, we will navigate every challenge together and you will attain greater peace of mind. My aim is to make it so you never again have to toss and turn at night, worrying about future tax increases, market risk, or other erosive forces that could destroy your finances. Together, we will create your ultimate Untaxable Lifestyle by maximizing the benefits that can come from your most significant lifetime expense- the taxes you pay.

It’s time for a fresh approach, a shift toward fortifying our finances against the ever-present threats presented by increasing tax liabilities, runaway inflation, and market volatility.

As an Untaxable Wealth Strategist I can help you to…

  • Discover how you can regain control over the biggest Destroyer of your wealth… YOUR TAX BILL. So you can Reduce, Eliminate and Recapture your Current and Future Tax Liability.

  • Access the optimal Strategies, from Bank On Yourself® to annuities and other income strategies, so you can FORTIFY Your Wealth from Economic and Market Downturns NOW and in Retirement.

  • Work with a trusted partner to implement the Untaxable Wealth Strategies and help you communicate with your other professionals so you can focus on what you do best – running your business.

Contact her office today to discover how Teresa and her team of experts can help you meet and exceed your financial goals.