A Highly Specialized Medical Service
- OmniStar caters to those who provide anesthesia. One of the highest paid subsets in the medical industry, compensation creates the opportunity to plan a secure future.
- Wealth Management for highly compensated medical professionals requires a different kind of planning.
Cash Flow – No matter where you are in your career, handling cash flow efficiently should not be overlooked. Debt reduction, savings, and buying or selling a practice are just a few elements that affect your long term planning.
Retirement Planning – Medical professionals do not have the luxury of early savings programs due to extended training. Our expertise in qualified and non-qualified plans provide education for accumulation and distribution planning with a focus on tax efficiency.
Risk Management – Preparing for the unexpected is often overlooked. Much more than insurance, we view risk management as an integral component of a coordinated wealth management program. Our integrated process seeks to expose weaknesses or gaps in your ability to protect yourself and your family from the perils of disability, premature death, and liability.
Asset Protection – You work hard to achieve financial success. Unfortunately, wealth and medical professionals are highly correlated; assets are unknowingly exposed.
Investment Programs – Your investment program should not be based on emotional decisions or “auto-pilot” indexing. It begins with a well written and executed Investment Policy Statement. Fees and expenses should be fully disclosed.
Legacy Planning – Estate planning is complex and ever-changing; it is essential to have a knowledgeable advocate on your side. We will work with you and your attorney to proactively review your current plan and recommend changes as needed.
*(AANA, U.S. Census Bureau)