Medical Professionals
“Where will you be in 5 years... 10 years… 20 Years ?”
That's The Question.
Everyone answers it differently. To answer it well requires a new approach.
That’s Where McNeely Financial Strategies Comes In.
A doctor’s needs are unique. Not only are you responsible for your patient’s health, you are a small business owner, too. And that means caring for your staff and your family. Finding the balance is not always easy. Your business is unique and you faces very real challenges. We work with you as a partner in your success, taking the time to understand your financial situation, your business goals and your plans for your family’s future.
We Understand.
We understand your challenges. As full-service financial planners, we help doctors take advantage of strategies and planning opportunities to create a personal vision for financial security. We provides a number of Wealth Advisory Services to Soon-To-Be Affluent, Affluent and Wealthy medical doctors, their families as well as their medical practices. From tax to investment planning, retirement to estate planning, plus practice transition strategy; all are available in one place.
Our advisors provide a number of services to individual medical doctors and/or medical practices as well as employees who are key to the success of their practice. For employers, these services can be provided to doctor employers in their entirety or on a selective basis. When necessary, we will confer with outside experts or subcontract certain aspects of our service to deliver the highest quality advice to our clients. Some of the ways we can help are
- Build the best workforce. Offer the right qualified retirement plan.
- Keep your business viable with key person insurance.
- Help your business thrive with strategic investment advice.
