Financial Strategies for the Successful Physician

Physicians and dental health professionals have unique financial planning needs. The medical world is changing, and physicians’ cash flows are changing along with it. Yet in spite of this fast-moving landscape, medical professionals can make plans for a secure future. Do you wonder… • If you’re making smart decisions with your money? • If you’re using the correct tax strategies? • If you can take care of your heirs? • If you can contribute to charities you’re passionate about AND achieve financial freedom? Financial Solutions for the Successful Physician is a roadmap to help doctors and dental health professionals achieve peace of mind, addressing the unique financial issues facing medical professions.

Physicians and dental health professionals have unique financial planning needs. The medical world is changing, and physicians’ cash flows are changing along with it. Yet in spite of this fast-moving landscape, medical professionals can make plans for a secure future. Do you wonder… • If you’re making smart decisions with your money? • If you’re using the correct tax strategies? • If you can take care of your heirs? • If you can contribute to charities you’re passionate about AND achieve financial freedom? Financial Solutions for the Successful Physician is a roadmap to help doctors and dental health professionals achieve peace of mind, addressing the unique financial issues facing medical professions. If you’re worried you may not be spending enough time planning for your financial future, this book sets out a simple wealth-management process to save you time and ease your mind.

After 25 years in the financial services industry, Eric knows just how important it is for people to have a sound financial plan in place. After all, it was during those years that the economy and the markets saw some unprecedented challenges and changes through which Eric was able to guide and direct his clients. Ultimately, his goal is to help clients feel confident no matter what is happening in the world, the economy or the markets, knowing they are working with a team of professionals dedicated to their financial well-being. Eric is a CERTIFIED FINANCIAL PLANNER™ professional, a certification that required him to complete the arduous CFP® certification process, requires him to meet ongoing certification renewal requirements, and holds him to rigorous ethical standards. Visit Eric at www.wheelerwm.com.