Financial Planning for Physicians

Medical school and residency gave you the tools to provide the best care for your patients. Now as physicians, you also need to provide the best care for yourself, including financial, retirement, and estate planning.

Greg Muldoon BCOMH 2003 (Certified Financial Planner – CFP; Chartered Investment Manager – CIM) is an experienced financial advisor who specializes in corporate tax planning, unique wealth creation, and protection and transfer solutions for physicians. Ashley Smith BCOMH 2011 (CPA, CA) works closely with medical professional corporations on compliance matters and tax planning strategies.

Join us on October 20th at noon for a Financial Planning session with Greg to learn financial planning strategies to protect and grow your wealth, plan for retirement, and reduce the taxes you and your corporation pay.