You are a Physician. Your Smart, You Work Long Hours and You Help People. When it Comes to Your Financial Position You Haven’t Spent Much Time on it. Because You are Busy. Your Concerned About Growing Your Net Worth and Income, For Retirement, Buying the Home You Have Always Wanted or Paying for the One… Read more »
Posts Categorized: HealthCare
Plan to Manage Your Health Care-If You Don’t No One Will-Plan and Live Longer
Heath Care and Retirement: A Great Transfer of Risk to You. The Investment Advisor is Offering Advance Financial Training-As Well as Insight and Analysis About Health Care and Long Term Care Planning. You may be aware. There have been a number of concerns involving health care and the quality of care people receive in nursing… Read more »
Get Back on Track
Get Back on Track: Have you positioned your investments for this part of the ecnonomic cycle? Are you prepared to manage the risk? Will you grow your net worth? Will you create the income you need? This is why we are inviting you to take advantage of our Get Back on Track Coupon. It’s our… Read more »
Financial Training: Health Care and Long Term Care
The Investment Advisor is offering financial training. As well as insight and analysis About Long Term Care and Health Care Planning. You may be aware, there have been a number of concerns involving the quality-of-care people receive in nursing homes and with home health care. Recovering from illness or disability. Especially, in today’s medical, economic… Read more »
It’s About Creating Resources
It’s About Creating Resources, Increasing Your Standard of Living and Preserving Your Way of Life. Navigating the Currents of Today’s World Requires Planning and Investment. The Video Above Put Out by the Cleveland Clinic Illustrates Your Holistic Need to Use Savings, Investment and Health Insurance as a Tool to Finance Protecting Your Health, Building Your… Read more »
Strategically Manage the Risk of Saving for Your Retirement!
Most Americans Have Not Saved Enough for Retirement. This is One of the Major Issues of Our Time. Fueled by the Scarcity of Resources. A New Model of Business Driven by Price Compression, Disruption Created by the Internet and The 4th Industrial Revolution. Creating A Shifting of Risk to the Individual. How Will You Strategically… Read more »
Who is the Investment Advisor?
The Investment Advisor is a Registered Investment Advisory Firm With an Emphasis on: Retirement, Health Care Estate Planning, Investment Management, Asset Protection and How these Topics Influence Each Other. The Firm is a Fiduciary Dedicated to Serving Your Interests and Puts Your Interests Ahead of Its Own. The Investment Advisor LLC Also Believes the Expenses… Read more »
What Entity Type Is Best When Seeking Venture Capital?
Guest Article By Chris Whalen, CPA: Starting a business is extremely complex, and it is very easy to make mistakes that can incur tax penalties and also hurt your chances for acquiring financing. Let’s say you were starting a company and needed to raise capital. You have to decide what entity to create. What are… Read more »