Medical Professionals
You have endured to get where you are today and the unique challenges you face are different than others outside of the health care field. You may have entered the workforce later with more student debt than the average professional or from starting a practice and the increasing demands on your time may have financial planning fall outside of your expertise or priorities.
The following are some instances that may be relevant to healthcare professionals:
- Are you prepared for a retirement that is well-funded to truly enjoy the benefits of your wealth?
- Are you considering investment decisions or need professional input on personal or professional long term strategy that is in alignment with your goals?
- Are you effectively maximizing your tax opportunities?
- Are all of your wealth management issues adequately addressed when it comes to insurance, illness or death?
- Do you have an education investment strategy for your children or grandchildren?
- Have you considered leaving a legacy to assist a charitable organization that you are invested in?
My Commitment
With a financial discovery to identify your needs and circumstances I will ensure we write down the aspirations you desire most. Written goals are more achievable. This will be captured in an Investment Policy Statement (IPS) that we can use to direct our strategy to preserving and making the most of your hard earned capital.
After a strategy planning and wealth management review, we can include will and estate planning, business succession planning and insurance strategies to protect you and the people you wish to provide for as an added benefit to our comprehensive approach. I can also collaborate with any of your other financial advisors, and use my external and internal network to ensure we are simplifying your ability to grow and protect your wealth in your interest.
We will financial plan to forecast your wealth accumulation (in and outside of your business) considering tax and retirement planning to give you peace of mind.
Regular reviews, monitoring and an ongoing service schedule is agreed upon to ensure you are kept well informed.
Start a Conversation
As an expert in your field you can appreciate that knowledge and experience are complementary agents of effectiveness. With over twenty years of experience in the banking industry, Ripley Wealth Management Group continues to work with numerous clients that prioritize the value peace of mind. Let’s schedule a discovery meeting where we can openly discuss the future you’ve earned and the best route to get you there.
