At Soundmark Wealth Management we are experienced in working with healthcare professionals. Our clients don’t have the time or energy to create and manage a comprehensive wealth management and investment plan and look to us to help manage this process.
We start with gaining a complete understanding of your business and personal goals and putting into place a plan that will help you accomplish what is important to you. We bring together select advisors or work in conjunction with your existing advisors to address the following areas:
- Employee and owner benefits
- Retirement plan consulting and investment advisory services
- Asset protection and risk management strategies
- Insurance needs
- Retirement and education planning
- Investment advisory services
- Estate and charitable planning
We help you to define your financial goals, provide ongoing consultation, assist with implementation of action items, and monitor your progress to make sure that you are on track to reach your financial objectives.