We understand the unique challenges of healthcare professionals and have experience working with a range of clinicians including dentists, doctors, nurses, dietitians, and therapists.
As a doctor, dentist or other health professional, you’ve gone through rigorous training. And then you deal with trying to manage busy professional lives with personal finances.
Wouldn’t you feel better knowing that your trusted advisor actually has you and your family’s best interests in mind and has the credentials to provide you with advice that you need to stay on track?
We at Clear View help doctors, dentists and medical professionals prepare for a sound financial future through holistic financial planning and proper tax and estate strategies to help you keep more of what you earn safe.
Services for Doctors, Dentists and Medical or Veterinary Professionals
Whether you are looking for a personal financial plan or clear, objective trusted advice to help you grow your practice and your personal bottom line, we welcome the opportunity to assist you.
You may be an associate just starting out, a veteran practitioner, or considering the sale or merger of your established medical or dental practice. We can assist you through the planning stages as you grow or move into a transition.
Doctors, dentists and allied health care professionals encounter many unique financial issues including high student debt, asset protection, income taxes and business ownership. Because of these issues, the most critical time to begin planning for your financial future is prior to accumulating a large amount of assets. And as your financial profile changes, you’ll continue to need trusted advice to protect your wealth.
Clients choose the Tax Wealth Network team of Clear View Wealth Advisors and Steve Stanganelli, CFP® because we are a uniquely qualified resource offering independent, objective advice and sound financial and tax planning strategies for a range of financial challenges:
• Debt Reduction and Household Spending Plans
• Student Debt Repayment Plan Options
• Retirement Income Planning
• Business Formation or Transfer
• College Aid & Funding Strategies
• Alternative Investment, Tax Planning & Self-Directed IRA Strategies
• Risk-Managed Investing
• Advisory Programs for 401k Accounts
• Estate, Asset and Creditor Protection Plans
• Tax Planning to Minimize Tax Liability
We offer a range of retainer programs designed to provide you and your family with objective personal financial planning advice without the pressure to buy investment or insurance products. You may not have money to invest now or you may be comfortable managing your investments on your own or with another broker. That’s OK. Because we offer turnkey financial planning programs that can still help you with other parts of your finances.
All of our programs are available without any pre-condition that we manage any of your investments or that you have a minimum net worth or minimum amount to invest.