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Red Book Analysis- Your First Step To Financial Independence


As a doctor, you face several challenges when it comes to securing your financial future. You spend most of your life caring for others, leaving little time to devote to your own economic well-being. What’s more, your income bracket makes you the target of every salesperson with a can’t-miss stock, comprehensive insurance policy or innovative tax shelter.

But ask yourself this: Can consultants looking through the microscopes of their own individual disciplines be successful in helping you achieve your financial goals?

That’s where Greenbook comes in...


Greenbook provides integrated financial planning programs designed exclusively for doctors. The Greenbook program takes into account the unique earning, saving and spending patterns of physicians and dentists across different specialties and age groups, and utilizes that understanding to build a customized financial plan focused squarely on the needs and objectives of each doctor client. We call this detailed written financial plan a Red Book , which is presented to you following a thorough assessment of your economic lifecycle and short- and long-term goals.

Your Red Book is assembled by a talented team of Greenbook Pensions, Insurance and Investment Management specialists, and managed over time by the insight of us as your personal Financial Advisor.

The objective of our program is to help doctors accumulate, preserve and enjoy the wealth that an extensive education and 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. Greenbook also employs proprietary analytical tools to help doctors identify inefficiencies in their existing financial strategies and correct these shortcomings.

Our planning methodology attempts to anticipate the timeline and dollar amount necessary to achieve financial independence, which we define as the date when your savings (and income from savings) afford your lifestyle needs…allowing you to live the rest of your life doing whatever you choose to do. And, by avoiding excess risk, maximizing allowable deductions and protecting your health and wealth from unexpected events, Greenbook charts what we believe to be your shortest course to financial independence without compromising the lifestyle to which you have grown accustomed.

Upon achieving financial independence, and each year thereafter, you will receive a Green Book (hence, our name) to help you best manage the distribution of your accumulated wealth.

As your Financial Advisor we will assist you in ensuring the most efficient use of your after-tax, tax-deferred and tax-free dollars. Not adhering to a well-crafted plan for wealth distribution can cost you peace of mind and years’ worth of savings.


Contact Fortress Financial Strategies today for more information on how you can take advantage of our balanced planning platform to help you achieve financial independence. Our team will examine your economic lifecycle in its totality and build a written Red Book plan based on your unique earning, saving and spending patterns, as well as your specialty and age group.

Best of all, your Red Book is satisfaction-guaranteed. Meaning, if you are not convinced that the written financial plan that we deliver is the best you’ve ever seen, we’ll keep the plan and leave you with the knowledge that your already on your way to Financial Independence!


After helping a doctor identify the expenses associated with his or her desired lifestyle, Fortress Financial Strategies establishes a financial strategy that protects practice income, optimizes investment performance and maximizes potential savings in IRS-approved retirement plans…up to $200,000 or more annually in tax deductible net practice earnings.

As Greenbook client doctors take full advantage of allowable contributions, we put the power of compound interest to work for you. For example, by investing $100,000 annually in investments averaging 6%, a 50-year-old doctor can generate almost $2.5 million by age 65*.

*This is a hypothetical example of mathematical compounding and does not represent the performance of any specific investment product or class of investments. Rate of return will vary over time, particularly for long term investments.The values shown do not reflect product fees, charges or taxes which would reduce returns if included. Investments offering the potential for higher rates of return also involve a higher degree of risk. Actual results will vary.

Call us in Phoenix/Glendale, Arizona at 623-255-5180 to see how we can help you achieve Financial Independence!