Doctor, what is the state of your financial health?
You are busy. Often your finances take a backseat. You have established a lifestyle with your family yet you are worried about paying off your debt, rising tax bills, and planning for your future. What if you took the time to be more financially strategic?
What would it feel like to have a strategy that:
Efficiently pays off debt
Protects your family
Minimizes taxes and optimizes cash-flow
Utor Wealth is uniquely positioned to work with Doctors and Dentists in all levels of their career.
Self-Employed Doctors or Owners of Private Practices – we can help you maximize your retirement plan benefits and save on current taxes, while also benefiting your employees.
Younger Doctors – handle student debt, build a strong financial foundation, and start investing appropriately.
Mid-career Professionals – benefit from expert advice that helps you bridge the 8-10 year wealth accumulation gap, as a result of your delayed entry into the workforce.
Retiring Doctors – benefit from planning strategies that optimize the use of your assets, and minimize the estate tax bite.
Utor Wealth has partnered with physician Dr. Vicki Rackner to create an exclusive financial education resource page for doctors. In our first online video, witness a candid conversation about a taboo topic from one doctor to another. Hear Vicki Rackner, MD FACS and Jenifer Sapel, president of UTOR Wealth, present actionable nuggets of information from Dr. Rackner’s latest book, The Myth of the Rich Doctor. This is the first in a series of online videos from Dr. Rackner where she will discuss 9 common mistakes that can cost doctors millions.