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
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Any opinions are those of Maria Fraile and not necessarily those of Raymond James. All opinions are as of this date and are subject to change without notice. All investments are subject to risk, including loss. There is no assurance that any investment strategy will be successful. Every investor's situation is unique, and you should consider your investment goals, risk tolerance and time horizon before making any investment. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Past performance may not be indicative of future results.
