The rise of managed care over the past decade or so has caused physicians to consider the need for better fiscal management. One common strategy is the creation of a sound business or strategic plan. Over my 25 years of financial and practice management I have determined that their are two types of physicians. First, [...]
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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.
