We’ll Examine Your Financial Picture From Head To Toe
When a patient comes to you for their yearly check-up, you’re thorough and comprehensive in your examination. In doing so, you can be sure everything is in proper working order. At Glide, we think in the same way. That’s why we believe in taking a holistic approach in addressing your financial concerns.
Our Services Include
Whether you’ve worked with previous professionals to develop a financial plan or you’re looking to build your first one, we can help. We work with other financial professionals including estate attorneys, CPAs, insurance specialists and CERTIFIED FINANCIAL PLANNER™ professionals to create a holistic plan based on your current needs and future goals for retirement.
In the medical field, there’s nothing better than having confidence. Together we’ll analyze your current professional and personal coverage options to help you and your practice prepare for the “what if’s.” We’ll discuss any gaps in your coverage and offer our advice on how to fill them.
We’ll discuss the investment options that may be best for you based on your risk tolerance and personal goals as you head toward retirement. With a special focus on risk management, your advisor will work closely with you to analyze your current portfolio and suggest better solutions to benefit your income needs during retirement.
Retirement Income Planning
Everyone asks the same question nearing retirement - “Will I have enough?” We’ll help you understand your retirement income options early to help maximize your earnings later on. Together we’ll work to help you maintain the quality of life you’ve envisioned, without sacrificing the lifestyle you enjoy today.
We work with CPAs to help you establish lawful tax minimization strategies. We understand the temptation to put off thinking about your taxes until April. But incorporating and considering tax minimization strategies throughout the rest of the year should be an integral part of your overall financial plan.
You’ve spent decades building your medical career from the ground up. And as you head toward retirement, we want to help you preserve your practice and your legacy. Transitioning into retirement, we’ll be there to help you understand the options you have as you leave your practice in a new set of hands.
Ready To Get Started?
Schedule Your Complimentary Call
In Search of a Second Opinion?
We understand that you may not be interested in developing a full financial plan. But that doesn’t mean we can’t offer some friendly advice when you need it. Whether you’re second-guessing your coverage options or questioning your asset allocation strategies, we offer a second opinion service just for you.
We Can Help By
- Analyzing Your Insurance Coverage
- Answering Any Questions You May Have
- Evaluating the Effectiveness Of Your Financial Plan
- Assessing Your Risk Management Strategies