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"How I help underserved medical service practices reduce overhead, retain talent, & save on taxes using our A.L.I.G.N. method"

A.L.I.G.N. your practice!

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  • Assess current strategies

  • Locate inefficiencies & alternatives

  • Identify how much you'll save & improve

  • Generate a custom strategy for your future growth

  • Navigate changes & detail action steps

 

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Do you have answers to these questions? If not, it's time to talk to us.

  • Do you have a custom qualified plan?

  • Is your payroll company handling your benefits?

  • Did you know you can potentially save between $50k-$250k pre-tax every year?

  • How much money do you need to save to retire?

  • What do you offer to actively retain top talent & employees?

Get answers, customized to your situation. Click Below

Our 3-Step Retirement Planning Process:
What to expect

Step 1: 15 Minute Intro Call

Get to know each other a bit.

See if we can help you

Step 2: Fact Find Meeting

Where are you now?

Where do you want to be?

What are you goals?

Step 3: Explanation Phase

We review our findings

Go over any recommendations

Decision Time

What order do we implement our new strategies?

Our promise to you:

  1. It only costs you time to go through the process.

  2. You will know more about your current situation and where to focus.

  3. You will be given a "roadmap" on how to move forward; with or without us.

Let's simplify things.
We look forward to working with you.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Emeritus Wealth is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 184 Liberty Corner Road, Suite 315, Warren, NJ 07059  Phone: (908)252-2351

CRN202201-257188