Characteristics of a business or medical practice owner
♦ Concerned about maximizing retirement savings to reduce taxable income
♦ Wants help in setting up and maintaining the optimal retirement plan for their business
♦ May want to assist in providing for employee retirement readiness
♦ Seeks tax efficient investments through investment management of non-retirement accounts
♦ Concerned about cash management needs for the business
♦ At some point will need financial planning advice on how to sell or transition the business
Business owner and practice leader clients have unique planning needs and can feel confident they are capitalizing on both personal and professional planning opportunities. They value the wisdom and experience of the Cambridge Advisors team to help them optimize financial strategies and avoid costly mistakes. Being able to delegate to a trusted advisor gives them piece of mind so they can focus on running their business or practice.
