Wealth Management Services

Auburn Hills wealth management services

At John A. Sanchez & Company, we take a holistic approach to wealth management for veterinarians. We recognize that certain turning points in your life like the sale of a practice or retirement, require careful financial planning. We'll work with you to achieve your financial ambitions and maintain your lifestyle during retirement while carefully preserving wealth for the next generation.

The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we'll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals. Then we'll start to build a comprehensive plan that will safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you can always have the peace of mind of knowing that your family will be financially protected in the years to come.

Wealth management for veterinarians:

  • Tax planning strategies to preserve wealth
  • Asset protection strategies
  • Budgets
  • Retirement planning
  • College savings plans
  • Estate planning
  • Trusts
  • Charitable giving
  • Asset allocation analysis
  • Investment and insurance management
  • Business succession planning
  • Wealth preservation strategies

Call us at 248-747-8351 and schedule a free consultation to learn more about our wealth managment services for vets.