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Nate Byers | Financial Advisor

Profile img for Nate Byers, financial advisor at Calculated Wealth LLC
Madison, WI
Nate Byers
Financial Advisor
Calculated Wealth LLC

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Important Disclosures

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 flow early in retirement, minimize short-term drawdowns, and maintain consistent spending throughout "retirement."
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Specialties and Expertise

9
Ultra High Net Worth Planning
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Succession Planning
Portfolio Construction
Cash Flow Analysis
Tax Preparation
Alternative Investments

Clientele

4
Retirees
High Net Worth Individuals
Business Owners
Businesswomen

Credentials and Designations

2
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Certified Public Accountant

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Personal Financial Specialist®

Education

2
University of WisconsinWhitewaterMBA, FinanceYear Obtained: 2009
University of WisconsinWhitewaterB.A., AccountingYear Obtained: 2008
Quick Facts About Nate
Years of Experience:15 yearsMember since:2022Average Account Size:$1,500,000Number of clients:21

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Madison, WI
Nate Byers
Financial Advisor
Calculated Wealth LLC
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