 |  |
| |
| |
MEDICAL & DENTAL PROFESSIONALS
Specialized Tax & Financial Planning Services
for ___Start-up
______Mid-career &
__________Retiring
______________ Medical & Dental Professionals
Today's practicing medical and dental professionals face significant financial pressure brought upon by higher costs to practice and lower collections from insurance companies and patients.
In order to maintain the standards of living they're accustomed to (especially during the retirement years), physicians and dentists must learn how to increase revenue, control spending and preserve financial assets by utilizing sophisticated tax and financial planning strategies.
With over 19 years experience in working with this group of professionals—and holding the prestigious credentials of Certified Healthcare Business Consultant (CHBC), CERTIFIED FINANCIAL PLANNER™ practitioner, and Certified Public Accountant (CPA)—Edward A. Ramsey has made it his specialty to serve many medical and dental professionals as their accountant, practice consultant, and financial advisor.
Ed's multi-specialty background as a CHBC, CFP®, and CPA professional, as well as a Investment Adviser Representative of Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser, enables him to carefully diagnose his clients' financial and tax issues and concerns and to offer practical and comprehensive solutions to help solve them.
The following services are provided to medical and dental professionals:
|
FINANCIAL SERVICES - Fee-for-service "as-needed" financial planning and advise
- Second opinions and financial checkups
- Retirement planning
- Estate planning and asset protection strategies
- Insurance needs analysis and reviews
- Investment portfolio review and recommendations
- Risk profiling and asset allocation recommendations
- Fee-based investment advisory services
|
ACCOUNTING & TAX SERVICES - Complete practice accounting and payroll services
- Practice and personal income tax preparation and advice
- Start-up practice and buy-sell agreements and financing
- Practice management and cash flow management
|
CFP®, CERTIFIED FINANCIAL PLANNER™, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
|
|
|
|
