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Are you on track for retirement?
Guiding physicians and dentists to financial independence
The question isn’t at what age to retire –
it’s at what income and what risk.
My grandfather was a small-town doctor, driving a horse and buggy to patients’ homes when summoned. He was often paid in pigs or chickens or with just a big meal—but still put his nine children through college.
Today, things are much different for doctors, and many need a financial champion with customized advice and a handcrafted financial plan to deal with the realities doctors face.
Physicians dedicate themselves to a path of service. I saw it in my own grandfather, and I am dedicated to serving the doctors who serve our community so faithfully.
Our company has partnered with Doctors Financial Academy to provide physicians and dentists with time-tested and IRS-vetted strategies, concepts, and tools that allow them to reach financial independence quicker and with less risk.
We offer physicians and dentists custom concepts based on their unique financial circumstances related to reduction of personal and professional income taxes, protection of assets from judgement creditors, and other profession-related topics.
Request a Copy of “The Myth of the Rich Doctor,”
by Vicki Rackner, MD
The Myth of the Rich Doctor
The intimate relationship I held with my grandfather gave me the courage to address the unique needs of doctors today. Through my relationship with Doctors Financial Academy, I have the ability to consult with, and offer guidance from, leading industry experts, including Dr. Vicki Rackner who is a nationally renowned speaker and consultant to healthcare professionals.
Her book, titled “The Myth of the Rich Doctor,” is an invitation into a frank conversation about financial concerns unique to your profession. It helps develop financial standards of care for money that parallels clinical standards of care for patients.
“The Myth of the Rich Doctor” explores key topics:
- Forces that shape physicians’ relationship with money,
- Common financial mistakes physicians make,
- Habits that separate wealthy physicians from struggling physicians,
- Processes to assess your financial health and a plan to work toward greater wealth, and
- Much more!
Heafner Financial uses an interactive, online Color of Money Risk Analysis as its introductory step to the financial planning process.
Completing the Color of Money Risk Analysis delivers a numerical score to you that defines your risk tolerance as well as a brief explanation of your risk profile. Your assigned score serves as the foundation for further planning discussions.
Your assigned score and the corresponding profile help you understand your attitudes about investment risk. Learning how you organize your assets and balance their exposure to risk can have a significant impact on your financial lifestyle.
Your Color of Money Risk Analysis score as well as your answers used to generate your score will be recorded in your personal Generational Vault.
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Charlotte, NC 28277