Updated for 2025!
You've worked hard all of your life. College and medical school, building up a practice, and possibly even training other colleagues in order to ensure that your patients receive the care that they deserve. Building up a nest egg may have been difficult - at least initially - especially if you worked for many years to pay off student loans from medical school, and to get your practice up and running. So, the last thing you want now is for those assets to be lost unnecessarily to taxes, probate, unsuitable planning, and / or financial predators.
This book will give you the knowledge you need to keep your hard-earned savings, investments, property, and other assets safe - both now and in the future - for yourself, and for those who may be depending on you. This includes the protection and the appropriate transfer mechanism(s) for a thriving medical practice that you may have built - in turn, allowing the employees and patients who count on it to continue doing so.
While most people don't like to dwell on what could happen in the future, the reality is that having a viable plan in place can prevent substantial financial hardships. Even just knowing what is available to you, and where you can go to get the right advice, can be a good start. And this is it!
Joe RoosEvans is one of the top financial professionals in the country. He started in the financial services industry in 1982, and after several banner years, he founded Financial Resources of America (FRA). Ranked among the Top Five Percent financial service agencies in the world today - a leading force in the industry since 1986 - FRA is one of a group of several successful companies founded by Joe RoosEvans, including FRA Trust - all of which continue to further his reputation for leadership and innovation nationwide. Over the years, FRA has served more than 17,000 clients who have come to Joe and FRA Trust for advice on how to best preserve their wealth. Today, the company holds more than $1 billion of assets. This accomplishment is the net-result of Joe's passion and commitment for serving people in a quest for successful retirement lifestyles. Joe has committed his entire career to helping individuals create, grow, and protect their wealth. All told, Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry overall. An acknowledged asset-transfer specialist, radio talk show host, author, and sought-after national speaker, his professional designations include the: - Certified Trust and Financial Advisor (CTFA) - Accredited Estate Planner (AEP) - Certified Financial Planner (CFP) - Retirement Income Certified Planner (RICP) - Chartered Life Underwriter (CLU) - Chartered Leadership Fellow (CLF) - Chartered Financial Consultant (ChFC) - Certified Wealth Preservation Planner - Certified Asset Protection Planner - Chartered Advisor for Senior Living (CASL) Clients who put their trust in Joe and FRA know that they are working with well-established and experienced professionals in the wealth protection and preservation field whose sole purpose is to help them reach their goals.
