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.