I help busy doctors and business owners take care of their personal finances so they can focus on what they do best and enjoy life with peace of mind. Here are the major areas I help them.
1. Wealth Preservation
2. Tax Mitigation
3. Wealth Protection
4. Wealth Transfer
5. Charitable Gifting
6. Business Succession
In addition to SeekingAlpha, I am also a regular contributor to Morningstar, Physicians Practice, KevinMD.com. I am also quoted on ABC News and Barron's on financial matters.
