Professionals | Ruiz Wealth Advisory
If you are a Medical, Dental, or Legal professional, you have complex financial needs and little time for planning. You typically have high earning potential but limited time to manage your wealth effectively, making a wealth manager essential for maximizing your investments and minimizing tax liabilities. Ruiz Wealth Advisory will step in and assist by providing tailored financial strategies to optimize your savings and secure your financial future. By working with us, you can achieve your long-term financial goals, such as retirement planning, practice succession, and legacy management, all while focusing on your practice and enjoying your life.
Challenges
- High tax bill
- Saving through the business
- Exit strategy
- Asset protection
- Paying income taxes on time
- Cash flow management
- Managing debt burdens
Results
One of your best decisions was hiring Ruiz Wealth Advisory. This has allowed you to bridge the gap between your accountant and other advisors, plan taxes proactively, ensure your business structure is optimized for your current needs, retain employees effectively, and develop a solid exit strategy. Additionally, you've leveraged the advantage of converting after-tax spending into pre-tax spending. This enables you to concentrate on what you do best: running a successful practice in Canada!
