Clear boundaries support better advice.

Separate businesses and engagements

PlannedWell Tax Advisors, LLC is wholly owned by Seth Liskey, founder of Middlebrook Wealth. PlannedWell and Middlebrook Wealth operate as separate businesses. Clients of either firm are not required to use the other, and services are provided under separate agreements and fees.

Professional coordination

When a client authorizes coordination, PlannedWell may exchange relevant information with the client’s financial advisor, attorney, or other professionals. Each professional remains responsible for services provided under that professional’s own engagement and scope.

General information

This website and its downloadable resources provide general educational information. They are not individualized tax, legal, investment, healthcare, or financial advice and do not create a professional relationship. A professional relationship begins only after an appropriate engagement agreement is accepted.

No guarantee of outcome

Tax laws, agency guidance, filing requirements, and individual circumstances change. PlannedWell does not guarantee a particular tax result, savings amount, or planning outcome.