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 and may be licensed with various other
independent unaffiliated insurance companies in the states of AK, AR, AZ, FL,
IL, IN, MN, NV, 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 registered broker-dealer. In this regard, this communication is strictly
intended for individuals residing in the states of AZ, CA, IL, IN, MN, 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, IN, MN, WI. As
such, these services are strictly intended for individuals residing in AZ, CA,
IL, IN, MN, WI.
About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.
If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.
The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.