- Exclusive To Individuals Doing Over $3M/Year In Revenue
Family Office
Reduce Your Tax Liability, Protext Your Assets, and Get Access To Exclusive Deal Flow
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Travis Allen Success Stories
“I'm paying ZERO INCOME TAX legally”
“Travis showed me a whole new world where we could legally pay far less taxes—he brought me to Puerto Rico, and now I’m paying 4% corporate tax and zero income tax. It’s unbelievable. One year later, it’s been absolutely wonderful.”
Steve G.
“We've now AVOIDED AN 8 FIGURE TAX BILL— TWICE”
“We just sold our business and faced a huge tax bill. Travis helped us navigate the sale and completely eliminate the taxes. Instead of paying, we reinvested and grew our net worth. We’ve now avoided an eight-figure tax bill—twice.”
Scott and Melissa
“Cut My Taxes From hundreds of thousands to ZERO”
“Travis cut my taxes from hundreds of thousands a year to zero. Even my CPA, who’s been doing this for 20 years, was speechless. She had never seen or heard of the strategies we used.”
Ryan V.
“Kept FAR more of our money”
“Travis helped us keep far more of our money instead of losing it to taxes.”
Eric and Heidi
“Eliminated 90% OF TAXES"
“Since bringing on Travis, our profit margins have grown by 10%, and we’ve eliminated 90% of our taxes.”
Josh S.
“Knew deductions MY CPA DIDN'T”
“Everything he’s teaching me, I had no idea—even my accountant didn’t know. It’s all legal, and I’m finally getting the deductions I’m entitled to.”
Bruno L.
top CFO and former California Legislator
About Travis Allen
For 6 years, I was a California State Legislator and was Vice Chairman of the Banking & Finance Committee. I saw exactly how politicians create loopholes for themselves and their circles.
Before politics? Wall Street stockbroker at 23. Built my own firm. Retired at 31 and traveled to over 60 countries. Ran for California Governor with a 50,000-person volunteer army.
Here’s what I learned inside: The tax code isn’t broken. It’s designed to make the rich richer—if you know the rules.
Today, I’m the Personal CFO to dozens of families worth $10M to $100s of Millions. Many of my clients pay zero income tax. Legally. Using the exact strategies I learned during my time in politics.
Your CPA works for the IRS. I work for you.
Ready to take the first step?
Find Out If You Qualify
Every Day You Wait, the IRS Takes More of Your Money. While you’re reading this, multi-millionaires using my system are paying ZERO.
I only work with a limited number of families per year. My clients are worth $100s of Millions, and they’re tired of subsidizing everyone else’s tax breaks while getting none themselves.
Warning: If you’re happy with your current tax bill, don’t apply. This is for people ready to keep what they’ve earned.
Disclaimer
Travis Allen served in the California Legislature from 2012-2018. As a State Legislator, he was Vice Chairman of the Banking and Finance Committee, Vice Chairman of the Jobs, Economic Development, and the Economy Committee, and the Vice Chairman of the Public Employment and Retirement Committee.
Client Results Disclaimer: The results and testimonials presented are not typical and are specific to individual clients based on their unique circumstances. Your results will vary based on your financial situation, business structure, implementation of strategies, and market conditions. Past performance does not guarantee future results. Tax strategies discussed are based on current tax law which may change. We do not guarantee any specific tax savings or financial outcomes. All strategies should be implemented with qualified legal and tax professionals. Travis Allen Personal CFO Inc. is not a law firm or CPA firm.
Earnings Disclaimer: Any earnings or income statements or examples are estimates only and should not be considered average earnings. There is no guarantee that you will achieve similar results, and you accept the risk that the earnings and income statements differ by individual. Your level of success depends on your circumstances, business structure, dedication, and financial situation.
This site is for informational purposes only and does not constitute financial, legal, or tax advice.
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