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Healthcare Services Group
Service Offerings:
Asset Protection / Wealth Maximization
Practice valuation
Development of asset protection strategies including entity selection, asset transfers, Family Limited Partnerships, etc.
Income tax planning to minimize tax burdens
Insurance planning – life, disability, liability, etc.
Retirement funding planning to select the appropriate retirement savings vehicle
Retirement distribution planning to maximize after-tax dollars
Divorce assistance including tax planning, practice valuation, litigation support
Education funding planning
Estate and gift planning
Asset management services
Comprehensive financial planning
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