Bad Advice Doctors, Business Owners Get from Financial Advisors

As we have discussed here multiple times in the past, the most effective wealth preservation planning has four key components: tax planning, legal planning, investment planning, and insurance planning. Fortunately, more advisors from different disciplines are adopting a more holistic view of their clients and educating themselves in a variety of areas outside their own […]

Asset Protection & Investing; What’s Your Defensive Position?

I’m not a financial advisor but I work with some of the best ones in the United States because they often have clients that understand the finite and fragile nature of wealth and that we must take proactive steps to protect it.  One of the top financial advisors I regularly turn to for solutions and […]

Four Key Team Members Every Medical Practice Needs

By Ike Devji, J.D. | June 7, 2011 Every medical practice has a variety of specialized team members that handle patient intake, billing, collections, office management, and, of course, the delivery of the actual medical care itself. In the best medical practices this system is continually refined and each member is carefully selected and trained […]