The Medical Division at Rethink Wealth helps keep our medical professionals on task in the confusing economic times we are currently facing. Traditional planning has done harm to its subscribers by teaching them to chase a rate of return and base their entire retirement future upon hope. We take a wide angle approach, much like modern medicine today. We want to be proactive in the plans we co-create with our clients instead of reactive to the changing environment.
We start with a financial MRI to identify gaps in existing plans and opportunities to enhance the probability of success. The Living Balance Sheet® website is a tool we use to get our clients perfectly organized and up to date on an ongoing basis. We evaluate protection, assets, liabilities, and cash flow. We start with protection, making sure that the balance sheet is impenetrable to life events that could devastate existing plans. Medical professionals are specifically targeted in the litigious society we live in today. Our focus is to protect them at every stage in their planning. Liabilities and assets are the next focus. We find that most people get these in the wrong order. We evaluate the most efficient plan to save for the future and pay off debt at the same time. If you neglect to save today, plans are vulnerable to life changes. Retirement accounts and investments are implemented and client education is given around the various products. Most people don’t understand the implications of having all of their money in tax-deferred vehicles. We then help our clients stay on track with all of the plans created.
We take great pride in helping the people that make a difference in our lives and the lives of our loved ones. We have team members specializing in each of the following areas
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