FINANCIAL PLANNING FOR THE ART OF MEDICINE

Presented by:

Lissa M. Benton

Financial Services Professional

Property & Casualty Broker

Agenda

• What is financial planning?• Your professionals• Asset Protection• Strategic Tax Planning• Estate Planning• Retirement Planning• Contact me• Questions & Answers

What is financial planning?

Financial planning is managing your personal and your business finances to achieve your goals and dreams.

The process helps you focus on :• Setting realistic short term and long term personal

and financial goals• Evaluating your net worth and where you are

financially• Developing a plan to reach your goals• Putting your plan into action• Monitoring your plan to stay on track while dealing

with changes and circumstances

Your professionals

• The three most important professionals in a persons life.

– CPA• Taxes

– Attorney• Litigious Society

– Financial Planner• Death

Asset Protection

• Asset Protection– Risk Assessment

• Disability• Personal, Group and Corporate• Business Overhead Expense• Practice or Business Buyout• Agreements

– Buy Sell– Key Man

– Personal Planning• Insurance• Debt• Umbrella

Strategic Tax Planning

• Strategic Tax Planning. What is a…

– Defined Benefit Plans

– Defined Contribution Plans

– Reduce and possibly eliminate Income Tax Plans

Estate Planning

• Estate Planning. What’s best for me?

– Wills• Health Care Proxy • Power of Attorney

– Trust • Irrevocable • Living • CRT ….

– Succession Planning

Retirement Planning

• Living longer• Retirement options• Retiring Early• Retiring and Successions• The desired lifestyle for retirement

Personal and Private Questions? Contact me.

Lissa M. Benton

Financial Services Professional,

Property & Casualty Broker

Knight Wealth Management Group, LLC

Telephone: 917-453-1694

Email: Lissamb2000@yahoo.com

Questions & Answers

Thank you.?