WEALTH MANAGEMENT & TAX STRATEGY FOR

THE EXECUTIVE NEXT DOOR

“ENOUGH.”

Make Work Optional.

Sooner.

All testimonials have been provided by real, current clients. No client was compensated, directly or indirectly, for providing these statements. MARGIN, LLC gained each client’s permission to publish their testimonial.

We exist so our clients can worry less while having MORE time, money and a greater ability to give.

Our select families value their time. They want objectivity, deep technical expertise, collaborative creative planning, and intentional communication. Our office is in Denver, CO, but we work with clients throughout the United States.

FINANCIAL & TAX

We equip you with tools and knowledge to reach work optional.

WORK OPTIONAL & RETIREMENT

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ULTRA HIGH INCOME PROFESSIONALS

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The American Society of Training and Development (ASTD) did a study on accountability. They found: You have a 65% chance of completing a goal if you commit to someone, and If you have a specific accountability appointment with that person, you will increase your chance of success by up to 95%.***

Is there anyone who holds you accountable for your financial goals?

***We cannot guarantee this, and your results may vary. Of course, we are hoping for the best, but need your help. https://www.afcpe.org/news-and-publications/the-standard/2018-3/the-power-of-accountability/