CLIENT PROFILE

Please click here to view a short video of the Wealth Management Solutions* we have available for dentists, physicians and other medical practioners.

Dentists and physicians in all stages of their careers, from those looking to start their first pratice to the well established dentist/doctor wanting to maximize benefits to themselves and key employees.

• Client is provided with information on various strategies and a plan is designed unique to the client and the client's personal individual and business goals. 

Retiring dentists and physicians considering selling their practice and members of family-owned businesses wanting to design and implement a business succession plan.

• Address all business, estate and family issues unique to the client's situation and produce a succession plan with the most effective strategies possible, all clearly understood by the client, and implemented to carry out client's wishes.

Individuals seeking objective analysis and investment portfolio design in many situations.

• Retirement Plan rollovers into IRAs upon retirement or job change 

• Re-investment of proceeds from sale of business, inheritance, or legal settlement 

• Consolidation of existing investment portfolio adjusted to more closely identify with client objectives and to simply monitoring

Individuals who are unsure whether to invest on their own or with an investment professional.

• Should I invest in mutual funds, or individual securities?

• Should I use fee based, money managers, a commission based financial adviser, or save money and invest directly?

• What are my true costs of investment and what is best way to invest, unique to my situation?

Individuals approaching or in retirement, or individuals receiving a lump sum of funds, who are seeking the best way to provide themselves income during the remainder of their lifetimes.

• From the simplest to the most complex estate, individuals want "no stone left unturned" when it comes to integrating wishes for children and grandchildren, family, friends, and charity into a comprehensive, yet clear game plan.  

 Individuals seeking to enhance an estate plan to benefit others through charitable giving.

• Information concerning strategies associated with charitable planning are provided to the client and a unique plan is created to match client's objectives. 

*Wealth Management Solutions is a service available to financial advisory clients of Julius Elmer "Joel" M. Magbatang, CFP®, Financial Adviser with Eagle Strategies LLC, A Registered Investment Adviser .

**Neither New York Life nor any of its agents provide tax, legal or accounting advice. Please consult with your professional advisors regarding your particular situation.