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Performance
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Long, Complicated Financial Plan |
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Investment Sales Pitch |
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Independent Financial Advice |
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Goal Setting and Progress Evaluation |
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Insurance Review & Recommendation |
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Low Cost Retirement Plans |
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Fee-Only Portfolio Management |
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Regular Progress Reviews |
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Collaborate with Trusted Advisers |
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Asset Protection and Tax Planning |
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Plan Business Goals and Transitions |
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Alternative Planning and Investments |
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Cash Flow Analysis |
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Family and Education Planning |
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Estate and Succession Planning |
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Buy-Sell Agreement Funding |
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Retirement Income Planning |
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Retirement Income Planning |
Tax Planning and Asset Protection |
Estate and Succession Planning |
Practice Transition Plan™
A consultative review of current planning and goal tracking
Whether you are moving on to a new practice or approaching retirement, you want to retain as much as possible of the value you have created over the years in your practice. Tax and investment planning are essential to making the most of your business sale.
Risk Management Planning |
Retirement and Tax Planning |
Investment Planning and Management |
Practice Purchase Plan™
Get your new practice started on the best financial foot possible
There is no better time to begin working on a financial plan than right now. For a Doctor buying a new practice, or one who hopes to do so in the future, sound financial planning isn’t just important. It’s crucial. Find an independent Financial Advisor working to help you make the best decisions possible.
Risk Management Checkup |
Retirement Plan Progress |
Investment Review |
Practice Checkup Plan™
Make sure your current planning and investments are aligned with your goals.
You have a successful practice. It’s crucial to make sure that you and your business are adequately protected and doing everything you can to get even better. As a successful Doctor, you also want to make sure you’re on track to attain your personal, business, and financial goals in mind.
Whether you’re an associate or a practice owner, we would love to help you work towards getting on the right path. Making sound financial decisions and working with a Financial Adviser who has your best interest in mind may pay great dividends down the road.
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Avoid Unnecessary Costs and Charges. Hourly and Fee-only.
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Increase Employee Retention while saving and protecting your financial future now.
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Focus on your specialty knowing we’re focusing on your financial well-being.
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San Antonio
(210) 340-2109
Austin
(512) 487-7790
Contact us now for a consultation
No charge,
No Obligation
Financial Advice for Dentists, Doctors, and Other Professionals
Victor Larsen, Principal
CFP®, CLU, CPA
CFP®, CLU, CPA
1250 NE Loop 410, suite 305
San Antonio, TX 78209
T (210) 340-2109
F (210) 344-8707
San Antonio, TX 78209
T (210) 340-2109
F (210) 344-8707
Get Started with Our Secure Questionnaire