Financial planning

• Development of a comprehensive financial plan that includes projections to determine if you are on track to meet your goals such as retirement, estate and risk management
• Help you take a financial planning approach related to every financial decision that impacts your life
• Help you determine the best approach for debt repayment and annual savings Charitable giving
• Help you determine which charitable giving strategies are most suitable for you based on your objectives
• Assist you and your family with implementing a charitable foundation to minimize tax and leave a lasting legacy Education savings
• Provide you with strategies and a variety of options to fund your children’s or grandchildren’s education in the most tax-effective manner
• Through a financial plan, determine the required annual savings to meet your education funding goal

Taxation

• Provide specific corporate and personal tax planning strategies for medical professionals
• Recommend strategies to help reduce your family’s tax burden
• Discuss strategies to minimize tax through structures such as family trusts, holding companies and insurance

Charitable giving

• Help you determine which charitable giving strategies are most suitable for you based on your objectives
• Assist you and your family with implementing a charitable foundation to minimize tax and leave a lasting legacy

Education savings

• Provide you with strategies and a variety of options to fund your children’s or grandchildren’s education in the most tax-effective manner
• Through a financial plan, determine the required annual savings to meet your education funding goals

Business succession planning

• Discuss strategies to effectively transition from your practice in a tax-effective manner
• Identify the missing elements of your succession plan and provide strategies and solutions to fill the gaps
• Assist in implementing an Individual Pension Plan for yourself or your key employees as part of your retirement plan
• Assist in providing you with an overall financial plan and contingency plan as part of your practice succession plan