For gym owners ready to build a financial future beyond the box.
The Strategy
Whether you’re building your first gym or scaling your third, we bring structure and clarity to the financial decisions that support your business and your future.
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Align Your Business Structure With Your Long-Term Vision
We help integrate your S-Corp or LLC into your broader financial strategy, coordinating compensation, tax efficiency, retirement contributions, and long-term exit considerations so your business structure works for you — not against you.
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401(k) • SEP IRA • SIMPLE IRA Setup & Mgmt
We design and implement the right retirement plan for your gym — handling selection, setup, ongoing management, and compliance so you can maximize tax advantages, retain staff, and build long-term wealth within your business.
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Connect Your Business Growth to Personal Wealth
Your business should create personal stability — not just income. We design structured financial plans that align profitability, compensation, savings, debt strategy, and long-term goals into one cohesive strategy.
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Turn Tax Strategy Into an Advantage
We work alongside your CPA to identify opportunities well before year-end. From entity structure to retirement contributions to income timing, we help reduce unnecessary tax drag and help you preserve more of what you earn.
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Build an Investment Strategy That Works as Hard as You Do
We construct and manage portfolios aligned with your cash flow, risk tolerance, and long-term objectives across retirement and taxable accounts, without ever relying on generic models.
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Ensure Your Success Extends Beyond You
Safeguard your assets, your business, and the people who depend on you. We coordinate beneficiary strategy, trusts, and succession planning to ensure everything you’ve built is protected and transferred intentionally.
Inside our Approach
We sat down with Jason Ackerman and Jason Fernandez of Best Hour of Their Day to talk business, money, and long-term strategy — from structuring income to building financial freedom beyond the gym.
Start with a conversation.
Schedule time with our team to walk through your business, goals, and questions. We’ll clarify what support could look like — clearly and without obligation. Prefer to start with an email? We’re happy to connect that way, too!