We are fully committed to you and your family
Nathan Medina, CFP, Founder of After-Tax Wealth Management
Learn how we can help your wealth management by identifying tax advantages.
Trust & Estate Planning Strategies
Guidance and strategies to help fulfill your vision for the future.
Strategic Philanthropy & Grantmaking
Personal giving strategies that compliment your passions and purpose.
Deferred Retirement Option Plan (DROP)
Tax Planning, Withdrawls, and Rollover Services.
401K and Deferred Compensation
Understanding your investment options.