We are really excited about the new videos that explain what our practice is all about. At Suncoast Advisory Group, nothing inspires us more than helping clients turn someday dreams into reality today. We bring extensive business and financial experience to the table to align your strategy with your aspirations. With specialized experience with medical [...]
Since 2008 it has been a buyers market. If you are thinking about selling your personal residence why wouldn’t you do some due diligence concerning the real estate agent that you hire. Too many times I have clients hire a friend of a friend that just happens to be a real estate agent. You know [...]
There once was a time when you might meet with a financial advisor for an hour or two. He or she would look over your assets, liabilities, risk tolerance, and maybe your current insurance coverage. The two of you might discuss the rate of return you would like to see on your investments and your [...]
Hello everyone! I just wanted to let you know I am working on another article that will cover asset allocation mandates and why buy and hold philosophy can still accomplish the investment management goals for clients. Stay tuned for these articles that will start this week. Thank you for following freshfinancialideas.com
I hope you all had a fun filled and safe holiday weekend. Let’s get back to my discussion of fully insured defined benefit plans, as I mentioned in previous article a 50 year old could contribute either $205,ooo(3% rate of return) or $161,000(5% rate of return) to their DB Plan and the benefit would be the same, [...]
Rick Helbing is a Certified Financial Planner™ who provides strategic financial planning to Medical Professionals, Dental Professionals, and Family Business Owners. He has been innovating on behalf of his clients for over 25 years. Named one of the top 150 advisors in the country for physicians by Medical Economics magazine.
Top Ten Reasons Why Medical Practices Fail to Maximize Revenue
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