HIGH ACHIEVERS - Keep More Of Your Hard Earned  Cash!

Get Instant Access to The Napkin Method Audiobook.

If you are a High Achiever who makes over 6 figures per year, you need to rethink the 'common advice' given by most financial professionals. This breakthrough audiobook will show you exactly what the wealthy do to protect their capital from the IRS.

This breakthrough Audiobook will show you exactly why and how to:

  • The Wealthy treat retirement different, and you could end up paying hundreds of thousands more than you need to in taxes come retirement.
  • Help you maintain a positive cashflow and teach you where to park your money and why
  • This audiobook could completely change the way you think about your financial future, retirement, and legacy planning.

This audiobook could completely change the way you think about your financial future, retirement, and legacy planning.

And it's FREE!

My Name Is Kelly

I help successful, high achieving millennials keep and USE their hard-earned money to increase their wealth via my Loophole Optimization Strategy.

I’ve found that many of these people lack clarity on the best investments to make and to keep their money under their control. They lack knowledge on different options, they’re interested in investing money so they can use it like to build or buy a house, to buy a van and van-life it, etc. They have money sitting in their bank account not making any money. They’re being written off by traditional financial advisors, they’re not knowing what advisors are doing with their money and not understanding the investments, they have a big tax liabilities every year and they don’t wanna work until they’re 65 years old, they want to retire in their early 40s.

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!

Download "The Napkin Method Audio Book"

Forget "common advice." Unlock exclusive tax-saving strategies & investment secrets used by the wealthy. The free audiobook reveals them all!

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Reach your financial summit. Make even smarter moves with the real-time help of Kelly O'Connor himself

free "the napkin method" audio book