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You've devoted years to achieving the lifestyle you deserve. Would you like to reach Financial Independence Years Earlier, with Less Risk, while Reducing Your Taxes? We will construct your Financial Fortress using our exclusive GreenBook Methodology.
Red Book Analysis- Your First Step To Financial Independence
Blueprint For Your Retirement
Customized Banking Programs
Why Greenbook for Doctors?
This integrated financial plan brings together the most important components of your economic lifecycle and sets them in motion in unison. By following a balanced platform that involves business structure and tax status optimization, pension planning, risk management, portfolio design and estate planning, you may be able to reach your goals with less risk in a shorter period of time.
Greenbook doctor-clients may be able to take advantage of customized banking programs that might turn stagnant practice income into a growing pool of assets. Founded by doctors for doctors, The Doctors Bank, a Division of Beach Business Bank, understands the unique financial requirements of physicians and dentists, and is dedicated to delivering banking solutions and world-class customer support.
Another opportunity to maximize a doctor’s earnings and savings comes through professional practice transition. And while transitioning a practice is a certainty for most dentists and physicians, not all transitions will be successful. Transitioning a practice without understanding why, when, and how to integrate a transition plan with all of the vital components of your practice structure can result in unnecessary taxes and other inefficiencies.
Contact Fortress Financial Strategies today in Glendale, Arizona at 623-255-5180 to see how we can help you achieve your Financial Independence!
See how our Online Wealth Management System will benefit your Financial Health.
[NOTE: Insurance and Brokerage products are: Not insured by FDIC or any federal government agency; Not deposits of or a guarantee by any bank; May lose value.]
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