Kelly O'Connor

When it comes to financial success, the key lies in understanding how to shield your assets from undue government influence. In our country, there are essentially two tax systems – one for those well-informed and another for those who aren’t. Let’s delve into this concept further to see where you stand.

Imagine your financial life as a pie, containing all your current and future assets. At some point, you’ll want to utilize these assets, whether it’s generating cash flow or other gains. Here’s where things get interesting – visualize being handed a knife and with this knife you get to decide how big of a slice to carve for the IRS’s share. How big would you make that slice? Most likely, you’d opt for control and you’d put the knife down!! That’s what I’d do.

This is where the discussion shifts. The goal is to transform this desire into reality. This involves shedding light on the tax code intricacies and tools that can help you exercise control. The underlying belief is that you should have the power to shape your financial future.

Now, let’s talk about the distinction between being “informed” and “uninformed”. If you’re unaware of these possibilities, it’s safe to say you fall into the uninformed category. The objective here is to equip you with the information needed to make sound financial decisions.

Now, for the exciting part. This is possible. And you can make it happen, but you have to act. You have to seek out the information…and that’s where we come in. 🌟📖 #UnlockingFinancialFreedom #TaxCodeInsights #TakeControl

Related Blogs

Unveiling the Truth: Average vs. Actual Investment Returns

We all want to make reasonable financial decisions for the future. However,

Read More

Cracking the Code: Pre-Tax vs. Post-Tax Investments

When it comes to investing for your future, the choices can sometimes

Read More

Decoding Insurance Commissions vs. Asset Management Fees: Unveiling the Truth

Welcome, readers! Today, we’re delving into a topic that often sparks heated

Read More

Kelly O’Connor is a master coach and trainer with a decades-long career in sales, marketing, and insurance. An industry leader, alongside top producers developing programs, he quickly became Colorado’s #1 speaker within the charter school system, traveling the state to speak in front of thousands of people and financial planners. A true visionary and figurehead for the community, he’s invested hundreds of thousands of dollars in marketing, coaching, and training masterminds and mentors.

hear what our clients have said

Hollie Clere,  Social Media Strategist

After having had a bad experience with a financial person in the past, I asked Kelly some hard questions before even introducing him to my husband. Most of it had to do with trust, focus and decisions we had gotten hurt with in the past. Kelly not only paid attention to every detail to the aspects to my questions but showed me where we had made some great choices and talked about the importance of each decision. He nis relationship focused. When my husband met him, Jer’s demeanor switched from debate to encouragement. Kelly’s presence alone made my husband comfortable and they visited about a lot of aspects of things.

Greg Peterson,  Founding Partner

Kelly was excellent to work with. His different approach at looking at money was an eye opener to us. We will continue to work with Kelly in the future and highly recommend having Kelly involved when it comes to investing.

Edward Hilton,  Chief Technology Officer

Kelly has exceeded all of my expectations. He provided education, experience, excellence and integrity! This is so important when working with a client's personal finances. As a school educator I appreciate his focus on education so that I could make the most informed financial decisions. I have a much clearer understanding of banking, finance, and investment now, and this will help my family currently and in the years to come. Thank you Kelly and kudos to the Mountain Financial team!