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 Clear View Wealth Advisors team of Steve Stanganelli 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
• Divorce
• Business Formation or Transfer
• College Aid & Funding Strategies
• Elder Care Financial Issues
• 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
- Enjoy access to a qualified CERTIFIED FINANCIAL PLANNER ™ Professional throughout the year with a detailed focus on three key issues of your choice
- Up to three review meetings per year as well as email and phone support
- 13-Point Financial wellness check-up
- Tax review and planning
- Student debt review and restucturing
- Insurance and benefits review
- Cash-Flow and Household Spending Plans
Established Practitioners – WealthCare Gold starting at $200 per month (or $6.45 per day)
- Enjoy access to a qualified CERTIFIED FINANCIAL PLANNER ™ Professional throughout the year with a detailed focus on four key issues of your choice
- Up to three review meetings per year as well as email and phone support
- 13-Point Financial wellness check-up
- Tax preparation, review and planning
- Insurance and benefits review
- College Funding Strategies
- Cash-Flow and Household Spending Plans
Practitioners Considering Retirement or Business Succession – WealthCare Platinum starting at $400 per month (or $12.90 per day)
- Enjoy access to a qualified CERTIFIED FINANCIAL PLANNER ™ Professional throughout the year with a detailed focus on up to eight key issues of your choice
- Up to four review meetings per year as well as email and phone support
- 13-Point Financial wellness check-up
- Tax preparation, review and planning
- Insurance and benefits review
- Estate Planning for asset protection and legacies
- Cash-Flow and Household Spending Plans
- Business Succession and/or Retirement Plans
- Social Security Claiming Strategy Analysis
