Revolutionary Wealth Inc

Financial Advisor

The cold hard fact about most financial firms is this: your advisor doesn't talk to your CPA. Your CPA doesn't talk to your estate attorney. And while all three of them are sending you separate invoices, you're paying more in taxes than you should, your estate plan doesn't match your financial plan, and nobody is responsible for the gap between them.

That's not a theory. That's how we got started.

We Built This for Ourselves First.

We would love to tell you that we are genius business owners with a savvy mind and big ideas. The truth is, we had to build this for ourselves first.

Being honest, we felt ripped off. We were paying $4,500 for trust work and $800 a year for tax preparation from professionals who didn't understand the things in our lives that we care most about. They weren't bad people. But they weren't connected. And the disconnection was costing us.

We knew there had to be a better way than paying three separate professionals who never talked to each other while our tax bill kept climbing.Also, our life is extremely busy and we were looking to make it simple.

So we built the firm we wished existed, Revolutionary Wealth.

One Roof. No Handoffs. No Gaps.

At Revolutionary Wealth, your financial advisor, CPA, and estate attorney work together. Same building. Same conversation. One team that sees your full picture instead of just the piece they're billing you for.

That coordination is where the real money is.

Our clients save an average of $495,000 in lifetime taxes through Roth conversion planning alone. Not because the strategy is complicated. Because nobody ever connected the dots for them before.

We handle retirement tax planning, Roth conversions, wills and trusts, tax preparation and filing, business valuations, and cash balance plans for high-earning business owners — all as part of one coordinated plan. We are a fiduciary firm and fee-based. Our incentive is exactly the same as yours: build a plan that actually works.

Who We Built This For.

We work best with two types of people.

Pre-retirees and retirees between 59½ and 68 who have built something real and want to make sure the next decade doesn't hand it back to the IRS. Many of our clients spent careers at Walmart, Tyson, JB Hunt, or building their own operation here in Northwest Arkansas. They want to know the specific tax window they're sitting in right now is actually being used.

And business owners generating $500,000 or more in revenue who are paying too much in taxes, running without a retirement plan that matches their income, and aren't sure what their business is actually worth today.

If that sounds like you, you're exactly who we built this for.

Disclosure:

Converting an employer plan account or Traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including but not limited to, a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.