And most often, they have very little spare time to address those needs. The biggest question, though, has to do with asset allocation:
We work with medical doctors, dentists and other specialists, so that they can choose strategies that offer the greatest advantage over the long term.
For medical professionals, risk comes in many forms. If you own your own practice, you can be exposed to risks similar to that of a business owner, combined with legal and tax liabilities - all of which can affect your wealth significantly.
Our advisors, as well as our in-house and extended teams, contribute to risk management strategies both within and independent of your investment portfolio.
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