Just Say No To Bad Financial Advice
The Model Q™ System That’s Saved Clients $47M+ in Unnecessary Taxes
A Marine veteran and Forbes-featured advisor reveals the Model Q™ System — the income-first planning methodology behind 3,800+ successful transactions and $47M+ in client tax savings. Second edition, fully updated.
What's Inside
From the Model Q™ System to FedEx route exits, every chapter is built on real transactions — not theory
The Model Q™ System
The complete income-first planning methodology that prioritizes sustainable, tax-efficient retirement income over simple asset accumulation.
Doctor Tax Optimization
Tax optimization strategies specifically designed for medical professionals earning $300K+. Roth conversions, practice transition, and retirement acceleration.
Near-Retirement Planning
Strategies for those approaching retirement — maximizing income, minimizing RMDs, and creating tax-efficient withdrawal sequences.
Business Exit Planning
How to exit your business with maximum after-tax proceeds using the 537 IST, installment sales, and the Model Q® investment portfolio.
Why 1031 Exchanges Are Killing Your Wealth
Why 1031 exchanges may be limiting your options — and the alternative strategies that give you liquidity, diversification, and tax deferral simultaneously.
FedEx Route Exit Masterclass
The definitive guide to selling FedEx routes tax-efficiently. Real case studies, specific numbers, and the exact process that has saved route owners 30–40% in taxes.
Who This Book Is For
FedEx Route Owners
Planning to sell one or more routes and want to keep the maximum after-tax proceeds.
Medical Professionals
High-income physicians and specialists paying $100K+ in annual taxes looking for legal optimization.
Business Owners ($1M–$50M)
Preparing for an exit or transition and want to understand all available tax deferral strategies.
Real Estate Investors
Tired of being trapped in 1031 exchanges and want to explore alternatives with full liquidity.
Near-Retirees
Approaching retirement with large pre-tax accounts and concerned about RMDs, taxes, and income certainty.
High Net Worth Individuals
Looking for advanced strategies like the Delancey Street Trust (DST) to protect and grow wealth tax-efficiently.
About the Authors
Kevin Brunner
Model Q™ Creator • Marine Corps Veteran
After 7 years in the United States Marine Corps, Kevin spent 30+ years in financial services, completing over 3,800+ transactions and saving clients $47M+ in unnecessary taxes. He is the creator of the Model Q™ system, founder of the Q Companies ecosystem, and has been featured in Forbes and on KABC and Bloomberg Radio.
Christian Ramsey
AIF® • 28+ Years Experience
Accredited Investment Fiduciary® (AIF®) with 28+ years as a licensed financial professional. Christian specializes in real estate transactions, business transitions, and trust asset management, serving a diverse clientele including teachers and first responders.
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