What is a Financial Physician?
Investors and the financially successful, business people and professionals, the affluent, the “middle class millionaires” often have questions or issues outside their own area of expertise. Particularly regarding the complex arena of finance. This is clearly not a “do-it-yourself” project.
Many are suffering from markets’ meltdown, frustrated by excessive taxation, or even angry at the high or hidden fees and costs of building, protecting, and preserving their prosperity. Some are actually hurting.
Does that describe someone familiar?
When you have a health issue you go to a physician. When you have a financial issue, seek a Financial Physician™. As a retired eye surgeon, and now a Registered Investment Advisor, certified in asset protection and wealth preservation, you can rest assured we will have an alignment of interests (not a conflict), to improve your Financial Health™. Our goal, and our promise is to do only what is best for you.
A Financial Physician™ will “first, do no harm.” Just as in the Hippocratic Oath – Stop the Financial Malpractice™ and Cure Financial Cancer™. In addition, I take the “whole client approach” (holistic). Just because we can do something doesn’t mean we should. Why work on only one piece of the puzzle, if it can cause problems somewhere else. It all has to fit.
Determine the nature of the situation by asking the right questions. Then examine all the data, using the appropriate instruments. Then analyze the possibilities and probabilities. Ultimately, this leads to the optimal implementation. And to true Financial Health™. So you achieve financial peace of mind.
Just because you may ask about a Super401(K)™ or an annuity or an investment does not mean it is right for you. I will tell you that.
“We will work only on what is consistent with your goals, your time horizon, your purpose for money, and your risk tolerances.”
As your Financial Physician™ I will not let you invest so much in any one thing that you can make a killing; nor, will I let you invest so much in any one thing that you get killed.
The approach we’ll take is systematic, methodical, and rigorous. It is applied consistently, with transparency and full disclosure. You will know the risks, the benefits, the alternatives, and the likely outcomes. All unique to you.
