Forward Thinking Wealth Management
Physicians burned out by the constant stress of their careers often wonder why they've worked so hard if they can't enjoy their wealth. At Forward Thinking Wealth Management, we provide real financial planning to help a select number of doctors reconfigure their finances so they start enjoying their vision of an ideal life now.
We are an independent Registered Investment Advisor based in Akron, OH, helping high-stress doctors regardless of location to enjoy life while their health, wealth, and time are at a peak. Our clients have already won the career game; now it's time to reconfigure their life for a better balance. We work closely with physicians to help them:
- Identify their vision of an ideal life
- Determine money's purpose in creating their ideal life
- Provide real financial planning to help give them more flexibility
We provide flat-fee planning designed to connect high-stress physicians’ finances with their lifestyle and goals.
Services include:
- Financial planning
- Tax planning
- Investment management
- Career planning
- Retirement planning
- Estate planning reviews
- Debt management
- Cash flow analysis/budgeting
- Risk/insurance recommendations
- Education funding
- Charitable giving/planning
- End-of-life planning
- Spousal/Heir planning
Ideal Client:Flat Fee Financial Planning for High Stress Physicians
Location: Akron, OH
Forward Thinking Wealth Management Application, ADV2
Website, [email protected], (330) 835-6205
Fee Structure:
$12,000 annual flat fee.