Selling your practice can be a stressful and overwhelming process. Many doctors face the challenge of paying up to 80% in taxes on the sale of their practice. We work with you to structure your practice sale in a way that minimizes taxes and protects your wealth, ensuring that you can enjoy the financial benefits of all your hard work.
Burnout is a reality for many in the medical profession, with 42% of doctors reporting feelings of burnout. Our team helps you navigate this critical point in your career, offering tailored exit strategies and retirement plans that suit your lifestyle and financial goals. Whether transitioning to retirement or seeking a balanced future, we help you plan with peace of mind.
It’s not how much you make, but how much you keep. We specialize in tax and estate planning strategies that help you retain more of your wealth. By using advanced planning techniques, we ensure that you’re making the most of your assets and securing your financial future.
Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
CRS for Prostatis Group LLC as the RIA
Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
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Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
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