Nate Byers

Madison, WI

Verified Identity

Calculated Wealth LLC

Years of Experience

15 years

Number of Clients

Average Client Size

$1,500,000

Member Since

2022

Allow Me to Introduce Myself

Nate partners with individuals and their families to retire early from "the grind". Most families that we serve don't embark on a traditional retirement. Instead, they pursue an alternative path to the next chapter of life. Together we build a plan to avoid getting killed by taxes, increase cash f...

Clientele

Retirees

High Net Worth Individuals

Business Owners

Businesswomen

Services Provided

Tax Planning

Estate Planning Strategies

Financial Planning

Retirement Planning

Specialties and Expertise

Ultra High Net Worth Planning

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Succession Planning

Portfolio Construction

Cash Flow Analysis

Tax Preparation

Alternative Investments

Credentials and Designations

CPA

Certified Public Accountant

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PFS®

Personal Financial Specialist®

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Pricing Models

Flat FeeAUM

Education

University of WisconsinWhitewater

MBA, Finance

Obtained in 2009

University of WisconsinWhitewater

B.A., Accounting

Obtained in 2008

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

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