Financial Well-Being

This short book is designed to help physicians successfully navigate the major life cycle transitions faced by all physicians and their families, especially in uncertain times.

Based on our research, industry interviews, and professional experience, this book: • Presents the formula for true wealth management and conveys the great value of evidence-based investing; • Articulates the main life-cycle challenges at different points in their careers, from starting out to maintaining a practice to retirement and beyond; • Explores and describes the advanced planning issues unique to physicians, from enhancing tax results to protecting the family’s wealth to estate planning and charitable legacy implementations. • Details the next steps for successful physicians seeking financial piece of mind. Wherever you find yourself in your career—and however successful you have been to date—the information, stories and specific advice presented in this book will give you much to think about, and may help you make some important decisions to strengthen your long-term financial situation and achieve all your family’s goals and dreams.

Brothers Mike O'Donnell, CFP® and Ryan O'Donnell, CFP® founded The O'Donnell Group, an independent Registered Investment Advisory firm, to provides its clients with comprehensive wealth management services and custom-designed financial peace of mind. Mike and Ryan serve as their affluent clients' Chief Financial Officers, and help them to comprehensively address their biggest financial concerns: • Preserving their wealth; • Mitigating their taxes; • Taking care of their heirs; • Ensuring their assets aren't unjustly taken; and • Helping them make their charitable gifts more impactful. If you are a qualified potential client with $1 million or more of investible assets and wish to take advantage of their free second opinion service, please take a further look at The O'Donnell Group's website at http://ogWealth.com, or contact Mike or Ryan at: The O'Donnell Group 2571 California Park Dr. Suite 130 Chico, CA 95928 (530) 564-0960