A PROFESSIONAL LENS ENVISIONING SUCCESS FOR OPTOMETRY BUSINESS OWNERS

Not all medical practices are alike. That’s why Maria Fraile brings a laser-focus care to the needs of optometry business owners like you.

Why is she distinctly qualified to help?

Because Maria does more than offer financial expertise to optometrists. She immerses herself in your business by attending industry conferences, participating in breakout sessions, and networking with optometry providers – to get a real sense of what professionals like you require to thrive. Then, Maria filters your demands through the lens of her financial experience to create a long-term plan designed for your success. And success means different things to different ODs. To some, success means selling their practice at age 50; to others, it means never retiring. For many, success means traveling, getting a house by the lake, spending time with grandchildren and leaving a legacy. Whatever success means to you, Maria is determined to help you achieve it.

Here are just some of the ways Maria keeps an eye on your wealth, so you can keep your eyes where they belong – on your practice and patients:

* Defining your plan to potentially become debt-free

* Deciding to acquire the building that you are currently renting

* Choosing the suite of benefits for yourself, your practice and your employees

* Deciding between several scenarios for retirement

* Investing and managing your portfolio’s performance in alignment with your financial plan

* Maximizing strategic tax moves – in cooperation with your CPA

Click here to contact Maria

related resources

Build an action plan to protect yourself and your loved ones.
Read
Family & Lifestyle
How to mindfully incorporate your favorite things in your day-to-day.
Read
Family & Lifestyle
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Read
Family & Lifestyle
These internship-like programs are gaining popularity for women re-entering the workforce. Learn what they're all about.
Read
Family & Lifestyle
With these seven moves and a little practice, you’ll come across as cool, calm and collected.
Read
Technology & Innovation
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Read
Family & Lifestyle

what can we do for you?

Say hello

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2024 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use