Personalized guidance for healthcare professionals
As a healthcare professional, you spare no amount of care in helping your patients – and you seek a financial advisor who applies the same meticulousness to guide you and your family toward your goals. That’s what you’ll find at Tailored Financial Strategies.
Our team has extensive experience working with physicians, dentists, veterinarians and other professionals working in healthcare. Our personal connections to the field run deep. Client advisor Kennie Taylor is a former dentist with a profound understanding of the risks inherent in the healthcare industry and the need for tax-aware investing. Kennie has developed strategies that can help mitigate the risks.
We know that in healthcare, treatment plans are crucial. Goals are critical. The financial treatment plan our team will develop for you is just as crucial. We create a financial treatment plan that is collaborative in nature, with measured results. Whether you are newly established and eager to grow, a seasoned professional looking forward to retirement or somewhere in between, we can create a plan that is designed for your current needs.
This approach to comprehensive financial planning includes managing tax, liability and risk exposure, helping you pursue your goals and objectives with confidence.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide tax services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.