Education

Get Your Risk Score

Wealth Preservation

It’s tough to determine which investments to use if you don’t know your own risk tolerance. That’s why we use a program to help clients find their own risk tolerance and to score investments so they match up accordingly.

Store Address

490 Golden Bear Court
Saint Joseph, MI 49085

Contact Info

Email: Email Us
Phone: 888-435-6080

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While this book was written for doctors, very little specifically deals with doctors. The book is more of an affluent business owner’s wealth preservation Guide. There is not a book available in the marketplace today that covers the wide variety of topics covered in this guidebook.

This book was created as a practical guide to help doctors with:

• Asset Protection – Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

• Income Tax Reduction – Learn how to reduce your income taxes by $25,000-$200,000 annually while avoiding the tax avoidance shams in the marketplace.

• Estate Planning – Learn how to avoid the most common estate planning mistakes that could cost your heirs $500,000 – $3,000,000 or more and learn how to avoid the 70-83% tax trap.

• Financial Planning – Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

• Office Management – Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

Weight 7 lbs

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