Terra Firma Business & Financial Consultants, LLC

5 stars! We now have a plan for our future instead of putting out fires on the daily. The guidance of how to run the office has been so clear and organized. Now everyone sees growth and positivity. I also love listening to their Podcasts.

I’ve had an excellent experience working with Terra Firma. They took the time to understand my goals and helped me explore alternative investment strategies that I had never considered before. What really stood out was their ability to explain complex financial structures in a clear and practical way, making it easy to see how these strategies could fit into my overall plan for long-term wealth.

They also guided me through setting up an LLC, showing me how it could be used as a vehicle to build and protect wealth more effectively. The process was seamless, and I felt supported at every step.

If you’re looking for a knowledgeable and trustworthy team to help you grow your wealth outside of the typical cookie-cutter approach, I highly recommend Terra Firma.

We started working with Terra Firma about four months ago, and their leadership has completely changed our outlook. Before, we felt like we were drowning; now, for the first time in 10 years, we’re excited about the future.

Joe and Megan have taught us how to run efficient meetings, balancing guidance with letting us lead. They’re knowledgeable, positive, funny, and always share valuable resources. Most importantly, they push us to put in the work that’s helping our company grow and become self-sustainable.

Thank you, Terra Firma, for giving us hope and direction!

I've been working with the Terra Firma team for about 9 months now. They have been knowledgeable, friendly, and available. Their strategies make sense and I feel that they are helping to make sure we're not leaving any money on the table needlessly. They tailor your strategy for your situation and your financial risk tolerance. I'm excited to see how next year's taxes go for us.

Came across a social media advertisement for tax strategy services and took the bait. Get a scheduling chat-bot that is broken, too much friction/activation energy. Then, I get an unsolicited text from Megan's assistant saying "I"m available anytime for a call" but then become unavailable because they are actually at a televised baseball game with family with multiple platitudes of how they are as busy as physicians, "sorry the scheduling was so hard for you," and another series of patronizing comments about how they have 10k+ physician clients. Yikes. If it had just stopped with the chatbot, would've been fine and I wouldn't have taken the 5 minutes to find this company and leave a review. The human interaction was worse!

Biggest crooks you will ever meet

Bob and his team are truly amazing. I knew immediately that we needed to work together. His understanding of business owners' needs and how to set yourself up for success is unparalleled. I highly recommend Bob and Terra Firma to anyone.

The team at Terra Firma are knowledgeable, professional and bring some of the best solutions to business owners I have seen. They are incredible to work with and have changed the way we look at working with business owners and individuals for comprehensive tax planning strategies.