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Physician Specialists

JD Wealth Management has been working closely with physician and physician business owners for over 15 years. JD Wealth Management has extensive experience planning for physicians’ unique needs and requirements including Asset Preservation Planning and Physician Practice Planning. Below are some of the services we offer:


 Malpractice Planning                                                     

  Succession planning

  Financing strategies 

  Asset Preservation Planning

  Business use of insurance discussion

  Intra-family and other business transfer techniques     

  Cash management  

  Employment Contract Consulting

  Employee benefits planning

  Cash flow discussion

  Retirement planning
           

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 Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL, NJ, NY, OH). 
 


Check the background of this financial professional on FINRA's BrokerCheck.