Asset Planning Corporation has been helping healthcare practitioners plan their financial futures for over 40 years. Family physicians, specialists, nurse practitioners, healthcare executives, hospital administrators, dentists, and let’s not forget our Pet Doctors!
The similarities between a healthcare practice and a financial planning practice are many – data collection, diagnosis, prescription, symptom management, therapy, periodic updates, and adjustments. The goal is optimal well-being.
Just like working with a healthcare practitioner, partnering with a credible personal financial planner is the best way to develop a roadmap for achieving financial wellness.
Our healthcare clients report that our hi-touch, grounded-in-reality approach helps them effectively and efficiently build, manage, preserve and distribute their wealth. We would be happy to provide an Introductory Meeting at no charge if you would like to review and discuss your wealth management plan including retirement, investments, tax, estate, insurance and other vital considerations to your financial well-being. We offer Real Financial Planning from real financial planners – we sell advice and solutions and strategies not products. Would you like to experience the difference?