5768 Putnam Drive
Our business is built on a foundation of thoughtful client relationships. We provide integrated financial planning designed for Business Owners. Our capabilities are driven by a team of specialists who understand doctors’ unique earning, spending and savings patterns across different specialties and age groups. We design customized financial plans focused on the needs and objectives of each business owner client focused on retirement planning, risk management, portfolio design, and asset protection. . This knowledge drives the design of financial plans that strive to help business owners reach their goals as efficiently as possible.
We assist business owners accumulate, preserve and enjoy the wealth that years of hard work have earned. In order to do so, we bring together a balanced financial platform of practice structure optimization, risk management, portfolio design and asset protection. SWC assists business owners by identifying inefficiencies in their existing financial strategies and correct these shortcomings.
Our approach can strategically help business owners enhance the structure of their business and uncover opportunities the tax code offers to help take control of their retirement. An appropriate structure positions business owners to attempt to protect their assets, maximize allowable tax deductions and create retirement plans tailored to their specific needs.
Risk management makes strategic use of insurance as a vital component of a truly integrated financial plan. We seek to mitigate the potential loss of income due to death or disability, and to put business owners in a position to mitigate the risk of loss of savings accumulations to long-term-care costs. We complete a full review of your current situation to see if your existing insurance is meeting your current needs.
We work comprehensively with business owners to establish reasonable expectations for the risk and return of each portfolio design, with a focus on the tax efficiency of their overall portfolios.
We can assist business owners to minimize potential liabilities through the strategic use of business structure optimization, risk management and retirement planning. Our advisors show business owners how to put non-performing business assets to work inside creditor-exempt classes, thereby shielding them from liability judgments while simultaneously earning incremental income.
We offer a personal financial website; a way to view all your investments, income, insurance, and debt in one place. It helps simplify your life by consolidating and integrating every aspect of your financial picture on a daily basis, providing you with a meaningful, up-to-date analysis.