If you are a Doctor, Dentist, Lawyer or other professional person running a small practice, we recognize that time is at a premium. In some cases professional people don’t dedicate the time to address their own specific needs relating to personal risk management, estate planning, wealth preservation and protection.
Key challenges include:
- Time Poor
- Build, protect and manage wealth
- Lifestyle cash flow
- Maintaining discipline
- Options in planned and unplanned scenarios
The type of significant life events we have found professionals running their own business experience include:
- A change in marital status
- Managing the transition to having a newborn child
- A business expansion, merger or sale
- Business shareholder and funding agreements
- Children move out of home
- Business succession planning
- Liquidity events
- Loss of a spouse or business partner
- Downsizing their living arrangements
- Retirement
