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Alloy Silverstein Financial Services, Inc.

 (856) 667-6228   info@asfinancialservices.com
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Alloy Silverstein Financial Services, Inc.

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  3. Medical and Legal Professionals

Medical and Legal Professionals

From residency to retirement, we partner with physicians and practitioners to help them feel confident in their financial planning and for their practices to succeed in the highly competitive and regulated health care environment. We also have an extensive history of partnering with attorneys and legal professionals, ranging from those who have freshly passed the bar to those who have achieved the partner level at global law firms.

Services and concerns specific to doctors and lawyers may include:

Debt management

  • Managing student loan debt
  • Effectively budgeting payment

 

Business planning

  • Contract review services
  • Medical practice consulting services with Alloy Silverstein CPAs
  • Litigation support services with Alloy Silverstein CPAs
  • Succession and exit plans

 

Retirement planning 

  • IRA rollover and distribution planning
  • Income projection analysis

 

Insurance planning

  • Life insurance
  • Disability insurance
  • Liability and risk management

 

Investment planning

  • After tax return of investments
  • Asset allocation and portfolio design
  • Diversification strategies

 

Estate planning

  • Wills and trusts

 

 To learn more, please call our team at 856-667-6228.
 

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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC.
Investment Advisory Services offered through Avantax Advisory Services SM.
Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by Advisor Websites for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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