Ensign Partners

Medical / Dental Professionals

Minimizing Risk

As a Medical / Dental Professional, you increase your patient’s health and wellness for a living. Focused on solving problems for others, it is easy to overlook protecting the assets you have worked so hard to build. Our Risk Management Check-Up will verify your level of risk with your assets/income/expenses, plugging any gaps that might exist to ensure you remain financially healthy for years to come

Maximizing Wealth

For many Medical / Dental Professionals, investment into years of schooling and hard work lead to a prosperous career. As your income and the value of your net worth grows, additional opportunities to invest and diversify assets arise. Our Wealth Management Check-Up will verify alignment of your personal/professional assets with your personal/professional goals, maximizing way to increase and protect your wealth every step along the way.

Fortifying Legal

Exposure to legal issues are a constant threat in the life of a medical / dental professional. The more your net worth grows, the bigger target you and your assets become to those who would do you harm. Our Legal Fortification Check-Up ensures protection of your assets from unscrupulous attorneys today, and the efficient transfer of your estate and legacy in the future.

Shielding Tax

Taxes are a burden that increase as your income and assets grow. You need a tax team that explores every tax strategy possible to reduce taxes in systemic ways, not simply to tell you what you owe each year. Our Tax Shielding Check-Up is designed to ensure you are efficiently and effectively winning the tax game personally and professionally so you can focus on the important work you do for others.

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