A doctor with a successful practice reaches out to Spinelli Financial Advisors to help with retirement, business, and tax planning.
They have dedicated their time and career to helping others and built a successful business doing so, but now they realize they need professional help handling financial aspects of their life and business.
The Spinelli Plan
We would begin with getting to know our client’s personal financial goals, as well as learning the ins and outs of their practice. From there we would develop a retirement plan in order to maintain their lifestyle in retirement. We would also develop a tax-efficient plan for the practice to ensure their work and passion translates to maximum financial returns. With retirement and tax strategies in place, they can devote their full time to their patients while remaining confident in their financial future.