Physicians and Lawyers
| || Retirement Planning || || Tax Strategies || ||Estate Planning |
As physicians and lawyers, our clients are regularly called on to offer their expertise to the benefit of society. There’s a weight to that responsibility as it's so often linked to your clients’ wellbeing. As wealth advisors, we recognize that responsibility and are focused on your financial well-being in the same way you focus on your client all with one goal: to simplify and optimize your financial life beyond your practice so you can focus on what matters to you.
We help you navigate the unique nuances of your profession, from professional incorporation and individual pension plans to tax strategies and estate planning. We want to ensure your personal time is free of financial strain or worry. We coordinate with your outside counsel and Richardson Wealth’s in-house team of tax, insurance, and estate planning professionals to ensure there’s a solution to even the most complex elements of wealth.
Contact us to find out more about our services, tailored to you and your practice.