Doctors as Business Owners

Doctors are often some of the top income earners in the country, which is just one of the reasons you need a wealth management firm. At Heritage Investors, we have worked to develop a rapport with entrepreneurial doctors who are looking for guidance on fiscal matters that will help expand their knowledge while building their wealth. As business owners ourselves, we understand the blood, sweat, and tears that go into buying, building, and ultimately selling a business.

You will benefit from our years of asset management strategy experience that allows you to make better decisions on purchasing equipment, investing in real estate transactions or other business acquisitions. Working with us will include monthly or bi-monthly reporting meetings, assessing any changes in your goals, and making adjustments for the upcoming month. We are able to guide you in all aspects of your life and practice, making us more of a private Chief Financial Officer than a CERTIFIED FINANCIAL PLANNER™. We handle the headache of dealing with insurance, working with your CPA, and negotiating your loans—basically all things financial, allowing you to enjoy the fruits of your labor.

Investing for Doctors

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If your business keeps you taking care of your financial reports more than your patients we need to talk. Contact us for your check-up today.