Advanced Equities Wealth Management

The Greenbook Doctors methodology was developed over more than three decades of providing financial planning services exclusively to doctors. Utilizing an understanding of the unique earning, spending and savings patterns across different specialties and age groups, Greenbook was able to design integrated financial plans customized to each client's individual needs.

An integrated financial plan brings together the most important components of your economic lifecycle and sets them in motion in unison. By following a balanced platform that involves business structure and tax status optimization, pension planning, risk management, portfolio design and estate planning, you may be able to effect a plan that could potentially assist you in meeting your needs and objectives. For a presentation on how this is possible, click here.

In addition, Greenbook's experience in serving healthcare professionals has led to a number of doctor-specific programs that may be of interest to you.

For example, because of your exposure to the risks of frivolous malpractice lawsuits, Greenbook offers the proactive protection of Medical Justice, what we believe may be a a proven, cost-effective complement to traditional insurance that may minimize exposure to your income and assets. Medical Justice provides an affordable, methodical approach to preventing malpractice cases and the resulting damage to healthcare professionals' reputations and finances.

Greenbook doctor-clients may be able to take advantage of customized banking programs that might turn stagnant practice income into a growing pool of assets. Founded by doctors for doctors, The Doctors Bank, a Division of Beach Business Bank, understands the unique financial requirements of physicians and dentists, and is dedicated to delivering banking solutions and world-class customer support.

[NOTE: Insurance and Brokerage products are: Not insured by FDIC or any federal government agency; Not deposits of or a guarantee by any bank; May lose value.]

Another opportunity to maximize a doctor's earnings and savings comes through professional practice transition. And while transitioning a practice is a certainty for most dentists and physicians, not all transitions will be successful. Transitioning a practice without understanding why, when and how to integrate a transition plan with all of the vital components of your practice structure can result in unnecessary taxes and other inefficiencies.