Optimal Financial Health: The Doctor's Essential Wealth Management and Preservation Handbook

Two experienced financial advisers share their combined wisdom and knowledge in this handbook that focuses on helping doctors grow and protect wealth.

As a specialty doctor, you shouldn't always follow the rules that others adhere to when it comes to finances. Your high income, subsequent high taxes, and significant exposure to litigation all require you to pay even closer attention to your financial goals than the average person.

By using this essential wealth management and preservation handbook, you can learn

- Strategies to diversify your tax risk;
- Methods to lessen the impact of litigation;
- Qualities to look for when seeking professional advice;
- Spend more time doing the things you enjoy with the people you love.

This guide includes examples, diagrams, and more to make it easy to understand your financial options and the impact of the decisions you make. Navigating this financial world isn't easy, but taking an active approach will put you well on your way to Optimal Financial Health.

Marc Ortega and Anthony Williams, founders of Mosaic Financial Associates, have decades of experience helping individuals plan, grow, protect, and distribute their net worth with an emphasis on tax planning and asset protection. Their partnership was formed almost sixteen years ago, and their team approach provides a comprehensive strategy for doctors and their families who want to achieve their financial goals.