Physician Wealth Strategies, LLC is committed to helping physicians achieve their financial goals.
 

Planning to meet your short- and long-term challenges requires knowledge, information, and, most of all, action.

As a financial adviser of Eagle Strategies, Eric Heiting offers an objective approach to financial planning.  The solutions we recommend and the strategies you decide to implement will depend upon your personal goals and objectives.  And because we know these may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws and changes in the marketplace.

Put simply, Eric can help you design a plan of action that evolves with you and results in a well-coordinated series of recommendations that can easily be implemented.  We would like to assist you in meeting some of your other financial objectives by introducing you to a wide range of financial services that he can offer.   Currently, we have over 75 physicians as clients.

Personal Strategies For:

• Tax Reduction Strategies
• IRA Funding/Rollovers
• Retirement Planning
• College Funding
• Insurance Needs
• Charitable Giving
• Estate Conservation

Financial Planning & Wealth Management*

The solutions we recommend to Physicians and the strategies you decide to implement will depend upon your personal circumstances and objectives.  You may choose to work with us on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of the following benefits.

• asset management
• realistic approach to wealth accumulation
• enhanced retirement security
• reduced investment risk
• increased investment cash flow
• improved monthly cash flow
• reduced taxes
• enhanced utilization of company planning options and benefits
• better coordination of personal and business assets
• reduced insurance costs
• enhanced wealth preservation

Please use our website as a resource, and do not hesitate to contact us for additional information or to schedule a meeting.  Thank you for your interest. 

Eric A. Heiting is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, IL, MN, PA, TX, UT, WI.  No insurance business may be conducted outside this/these state(s) referenced.

Eric A. Heiting is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency.  In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, IL, MD, MN, PA, UT, WI. No offers may be made or accepted from any resident outside the specific states referenced.

Physician Wealth Strategies, LLC is not owned or operated by NYLIFE Securities LLC, or its affiliates. 

*Eric A. Heiting is also separately registered as an investment adviser representative, under Eagle Strategies LLC., a Registered Investment Adviser, offering advisory services in the states of AZ, CA, IL, MD, MN, PA and WI.  As such, these services are strictly intended for individuals residing in AZ, CA, IL, MD, MN, PA and WI. 

Neither Physician Wealth Strategies LLC, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.