I just returned from a short vacation in wonderful Las Vegas. I really love playing craps! In keeping with my guest bloggers, Jenifer Schembri, estate planning attorney with Blalock Walters located in Bradenton and Sarasota, Florida wrote a quick summary of evaluating a Florida LLC.. I suggest you contact a tax advisor to research which [...]
Physicians sell their practices for a variety of reasons — dissatisfaction with the demands of running a business, the desire for a less strenuous work schedule, frustration with insurers, retirement. If you are thinking about selling your practice, there are several steps you should take now that will help you maximize the purchase price and [...]
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About Rick Helbing, CFP®, ChFC
I'm a CERTIFIED FINANCIAL PLANNER™ and Owner of Suncoast Advisory Group with offices in Sarasota and Jacksonville, Florida. As a practicing advisor for over 25 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals.
Charles "Shay" H. Woodward IV, MBA
As a third generation Financial Planner for over 15 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals. I run the Jacksonville, Florida office for Suncoast Advisory Group.
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