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At Iron Point Financial, we love creating custom retirement plans for Anesthesia Providers with the best wealth-building strategies tailored to the industry.
You’re an Anesthesia Provider and you want the right wealth-building strategy in place to make the most out of your income so you can reach your retirement goals.
The reality is you may have tried another financial advisor who didn’t have the knowledge and expertise to understand how to use your unique financial advantages to create an investment plan tailored to your goals.
Our team of financial advisors recently helped an Anesthesia Provider create a written plan that showed them a path to move toward success. Their story was unique, but their pain points are often prevalent for many Anesthesia Providers.
Whether you are an early, mid, or late-career anesthesia provider, we understand that you have specific individual needs and pain points that affect how you invest your income. Whether it's student loan debt or understanding how to maximize your tax advantages, we work with you to understand your specific advantages and obstacles to formulate the best financial plan for you to maximize your investments.
With a firm understanding of your investment and retirement goals, we work with you to formulate a strategy that gives you the best return on investment. This includes unlimited meetings to adjust the strategy if your goals change, keeping up to date with industry needs and standards, as well as an active approach to managing your portfolio.
At Iron Point, we strongly believe that people are the most important asset. With our "People, not products" mentality, you can be assured we will know and value you as a person to build a relationship of trust that lasts a lifetime. With our experience, we deliver focused and strategic actions to maximize your returns. Rest assured, we are in your corner to help you reach all of your retirement goals.
In this first step, we will listen to you & assess your goals. From there, we will develop & execute a plan that has been custom-built for you.
In this second step, we will meet with you as often as needed to review and adjust your plan so you can confidently face your future.
In this third step, you will gain confidence as you experience the freedom to invest your life in what matters most as you prepare for retirement.
Registered representatives offering securities and advisory services through Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency, LLC), Member FINRA/SIPC, a broker dealer and registered investment advisor. Investment advisory services also offered through Vicus Capital, Inc, a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Neither Cetera Advisor Networks nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance. While the process of diversifying your assets across multiple asset classes can help to reduce overall risk, it does not eliminate market risk altogether.
Investment transaction instructions are not to be transmitted via email. Please contact our office and speak to an account representative.
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