Built by Experts. Backed by Experience.
Our mission is to help investors navigate complex rollovers with clarity, precision, and confidence.
Unlocking long-term, tax-free growth through proven techniques.
Gabe Hogan - JD LLM, Valuation Expert
Gabe is a valuation and tax strategy specialist with over 15 years of experience helping clients reduce taxes and retain more of their hard-earned money. As the CEO of Palmetto Tax Solutions, Gabe brings a unique depth of knowledge in entity structuring, business valuation, and discounted asset transfers.
He’s well-versed in the nuances of asset revaluation, IRS-compliant discounts (like lack of marketability), and how to time conversions for optimal tax impact.
Gabe ensures the valuation side of the Discounted Rollover is rock-solid, compliant, and optimized to reduce your taxable exposure, without compromising future growth potential.
Keith Blackborg - CPA, Wealth Strategist
Keith is a CPA and wealth strategist who has helped hundreds of business owners and investors build a "work optional" lifestyle. He founded Financial Journey, a company focused on helping clients grow, preserve, and pass on wealth through tax-advantaged strategies and vetted investment opportunities.
Keith specializes in high-level planning, deal vetting, and aligning financial moves with long-term goals. His expertise ensures that each Discounted Rollover supports your bigger-picture wealth-building strategy, not just your tax return.
Keith provides strategic guidance to ensure your Discounted Rollover fits within a holistic financial plan. He helps align your tax moves with smart investing principles for long-term impact.
Keith and Gabe created this service to make an advanced tax strategy accessible and executable for everyday investors. By combining Keith’s strategic planning lens with Gabe’s technical valuation expertise, they offer a powerful tool for converting retirement funds at deep discounts, legally and effectively.
Whether you’re rolling over a six-figure IRA or planning for long-term tax-free growth, they’ll help you do it with clarity and precision.