Wealth planning for your financial well-being
Every day professionals are called on to offer guidance and advice that directly impacts their client’s well-being. We see this with healthcare professionals especially, a client-base we specialize in. It’s a selfless profession that requires decisiveness and expertise as well as an acute understanding of human nature. However, focusing on running a medical or dental practice or business can erode your ability to focus on your own professional and financial well-being.
You need support too. Find out how
We provide holistic support for our clients. We have over 30 years of experience helping healthcare professionals and wealthy families like you:
Decide if incorporation is the best way to protect your assets and optimize your taxes then we execute a strategy that fits your unique needs
Navigate the needs of family wealth and put in place a financial plan that meets your retirement goals
Transition your practices as you plan their succession
Work with your outside counsel and draw from the expertise of Richardson Wealth’s inhouse estate, tax, and insurance professionals
We’re focused on your total financial well-being so you can focus on your life and your practice.