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Helping chiropractors maximize wealth


Is your wealth being managed by an expert team that has created a solid plan to help guide your financial future?

Our team of professionals asks the right questions in order to determine where you are now and where you want to go and diagnose the gaps.  

We take an evidenced-based approach to
helping you achieve all that is most important to you.  

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Helping chiropractors maximize wealth


Is your wealth being managed by an expert team that has created a solid plan to help guide your financial future?

Our team of professionals asks the right questions in order to determine where you are now and where you want to go and diagnose the gaps.  

We take an evidenced-based approach to
helping you achieve all that is most important to you.  

WE WORK WITH A NETWORK OF PROFESSIONAL ADVISORS TO HELP CHIROPRACTORS MAXIMIZE THE PROBABILITY OF ACHIEVING EVERYTHING THAT IS MOST IMPORTANT TO THEM.

 

We use a comprehensive process to help chiropractors address each of their five key concerns:

  • making smart decisions about your money
  • mitigating your taxes
  • taking care of your heirs
  • making sure your assets are not unjustly taken
  • magnifying your charitable gifts

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every clients values and goals while working with them to tailor a plan to help achieve them. As a valued client, you will recognize the five steps below as the process you have experienced with us.

Second Opinion Service

In order to help chiropractors achieve their financial goals, we have created a complimentary second-opinion service. As part of this experience, you will enjoy a portion of our five step consultative process at no cost. We will meet with you for a Discovery Meeting. From there, we will get together in approximately three weeks for the Investment Plan Meeting.  We will confirm if you are on track to fulfill your values and achieve your goals with your current financial provider.  If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs.  

Fill out this short form with your contact information to discuss our Second Opinion Service.

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Services


Welcome to an integrated way of running your practice!

Services


Welcome to an integrated way of running your practice!

Financial
Planning

We bring all the elements of your financial life together to formulate a customized, comprehensive financial plan for you. We work closely with you throughout your career and during your  retirement years to refine, revise, and optimize your plan to reach your financial goals.

Investment Management

Investment decisions are too often made in isolation. They should not be. The best investment decisions are made in the context with the rest of your financial picture, including the decisions to reinvest back in your practice or to pay yourself.
 

Tax Planning & Preparation

Keeping you compliant with tax laws and filing requirements, so you don’t have to worry. We work closely with you to identify every tax strategy and deduction that applies to you and your practice and will make sure you take them.
 

Accounting & Reporting

Our main purpose is to get you out of the trenches and run your practice like a true CEO. We handle accounting and bookkeeping so it's fully integrated into your strategy. We'll have all the information needed to help you make the right decisions.
 


WOMEN IN CHIROPRACTIC

Do you struggle with balancing your career, family and leisure time? As a woman in the chiropractic profession, you want your wealth managed properly with a long-term plan that fits your goals and aspirations so that when you reach retirement, you will be able to live the life for which you have planned and dreamed.

Download Women in Chiropractic White Paper

MID-CAREER

As a chiropractor that has been in practice for a while, your wealth plan needs to be reviewed and updated regularly. You may think that you can’t afford to take the time to do this. The truth is, you can’t afford not to.

NEAR RETIREMENT

Key decisions about phasing out of or selling your practice need to be made. Even if you walk away from your practice, there are still critical issues that will influence your quality of life.