As a physician in a successful medical practice, your time and money is valuable. That is why, one of our top priorities is to address the unnecessary risk that is present in the vast majority of physician’s financial plans.
Many physicians that we meet have some relationship with a financial planner, advisor, insurance agent, accountant, attorney, etc. Yet, when we take a holistic view of their planning, most are financially imbalanced and exposed to unnecessary risks from embedded taxes, law suits, lifestyle factors, inefficient use of assets, etc. Failing to address all of these forces, place a downward pressure on their ability to build wealth. At WestPac Wealth Partners, we bring together leading professionals in the fields of financial planning, taxation, law, practice management, succession planning, client retention, to name a few, to assist our clients in addressing these issues and achieve optimal financial balance in their lives.
Most people would not go to their primary care doctor for open heart surgery, so why should you trust your unique planning needs to a generalist?