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For Physicians
Physician Financial Planning
While most physicians are aware that financial planning is an important aspect of providing a secure...
Asset Protection
As a physician, you know how to care for your clients, and you continue to build your practice with a focus...
Tax Planning
When looking over the portfolios of those in the medical field, it’s worth noting that physicians are most...
Practice Valuation
Due to higher payroll costs and lower reimbursement rates, many physicians choose to sell their practices to...
Cost Segregation of Medical Office
Cost segregation is a tax planning tool that accelerates the rate of depreciation of components...
Business Structure Setup
Which is the appropriate model for your business? Have you looked into the differences between an...
Umbrella and Malpractice Insurance
You know the importance of ensuring you have malpractice insurance in place, but have you considered...
Small Business Retirement Plan
Cash Balance and DB Plan
A great way to save money in taxes is by contributing to a retirement plan. Assuming a 40% tax bracket...
Portfolio Management
Managing your portfolio demands a holistic approach, consistent with your family's liquidity needs...
401(k) Profit Sharing
With a profit sharing plan, employers make contributions to employee accounts in accordance with the...
401(k) Safe Harbor Plan
A great way to save money in taxes is by contributing to a retirement plan. Assuming a 40% tax bracket...
401(k) Plans
One of the most recognized retirement plans is a 401(k), but many people don’t know exactly what one...
401(k) Roth
A ROTH option added to a 401(k) offers unique benefits as it blends together the characteristics...
Fiduciary 3(21) and 3(38) Services
As a business with an employer-sponsored plan, there are many responsibilities that come along with that plan....
Controlled Group or Affiliated Service Group Determination
To qualify for tax deductions, retirement plans must meet IRS requirements. These rules emphasize the need for plans...
Individual and Retirees
Preparing for Uncertainty
You’ve heard it too many times to count: the only thing certain in life is uncertainty. Just because the...
Estate Planning
Among the many facets of financial planning, estate planning is one of the most important...
Behavioural Financial Planning
When it comes to making decisions about the market, there are rational and ...
Wealth Preservation
Due to advances in medical care and improvement to our ways of life, people are living longer...
Charitable Trusts
If you have philanthropic objectives and wish to donate to an organization while also receiving tax benefits...
Life and Disability Insurance
It is human nature to avoid thinking about loss of life and the challenges of an unexpected disability...
Investments
- Bonds
- Check Writing & Debit Card
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA & Simple IRA
- Roth IRA & SEP IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuities
Financial Planning
- Retirement Plans
- Tax Plans
- 401k Planning
- 403b Planning
- College Plans
- Estate Plans
- Money Management
- Money Purchasing Plans
- Profit Sharing Plans
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Individual Health Insurance
- Group Health Insurance
Schedule a ConsultationFall in love with your clients and you’ll have all the success you could want.
Tony Robbins