Ryan Secord, CFP®, CIM®’s Post

Are you feeling overwhelmed by the daily grind of your medical practice? Imagine a life where you practice medicine driven by passion, not financial obligation. With passive real estate investments, this can be your reality. At Apta Investment Group, we empower surgeons like you to free yourself from financial pressures and reigniting your passion for medicine. By investing in real estate, you can focus on what drew you to medicine in the first place—helping others and making a difference, all on your own terms. Rediscover the joy of practicing medicine by choice, not obligation. https://bit.ly/3SI421g #MedicineByChoice #SurgeonsLife #PassiveIncome #RealEstateInvesting #FinancialIndependence #VasuKakarlapudiMD

Investing in Real Estate: A Hidden Strategy for Medical Professionals Discover the untapped potential of real estate investment for medical professionals. Learn how to diversify your income and secure long-term wealth with this hidden strategy. Don't miss out on this opportunity to grow your financial portfolio. #RealEstateInvestment #WealthCreation #FinancialPortfolio #DiversifyIncome #MedicalProfessionals #InvestmentOpportunity #LongTermWealth #IncomeDiversification #FinancialFreedom #InvestmentStrategy

What I look for in companies that partner with Rebel Physician LLC: 1. Have physician’s best interests in mind. When speaking directly to owners, it is easy to tell who is just in it for themselves and who truly understands what physicians want and how to help them. 2. Can offer something of value to the Rebel Physician community. I’m lucky to have hundreds of physicians in my free community and my way of “paying it forward” is to listen to what they want and do the work/invest the time in finding solutions from people/businesses that I can recomment wholeheartedly (and without any kickbacks for me) 3. A sense of humor. This makes a long term partnership much easier and more enjoyable for everyone. Lightheartedness is also a core value of mine so I value that in others as well. 4. Long term vision. Our medical system is heading into collapse and we need companies supporting us that will be able to weather the storm with us. A strong mission and clear vision makes that more likely. One such company that truly embodies all of this (and more) is Axias Wealth Advisors (www.axiaswa.com). There are so many wealth management experts who only see physicians as dollar signs and not the heroes that we are. Christopher Pfanstiel, AIF, CLU, ChFC, RICP®, CFP® and his team at Axias have dedicated themselves to understanding the financial concerns and challenges of physicians so we can feel comfortable and confident that we are taking care of ourselves now and in the future.

Interesting interview about the perils of private equity involvement in medicine and medical practices. I understand Ms. Morgenson's points of discussion, but our experience has been very different. Our parent company has helped modernize our practice, made it more efficient and lowered our overhead without changing patient care or patient services. It is difficult as a small single-specialty practice to compete with the deep pockets of the big health systems who try to have a defacto monopoly in certain regions because of their vast resources. The 'right' PE firm can allow private practice to compete and provide better and more personalized services to our patients.

Considering investing in a medical practice? Our comprehensive guide walks you through every financial detail you need to know before making this significant decision. From understanding the upfront and ongoing costs to exploring the complexities of valuations and tax implications, we provide the insights to help you make an informed choice. Equip yourself with the knowledge to plan effectively, assess the return on investment, and strategize for success. Don’t miss out on mastering the essentials of buying a medical practice. Explore our full article now and take the first step towards a wise investment! 👉 https://lnkd.in/dJ3mwqWw #MedicalBroker #MedicalPractice #HealthcareValuation #sellyourpractice #medicalbusiness

Are you a physician looking to set your practice up for long-term success? My colleagues Ragini Acharya and Nick Healey are hosting an informative three-hour session on important topics related to physician practice sales, including discussion on planning and wealth management, practice valuation issues, and transaction processes, including those that involve sales to private equity (PE) backed entities. Register via the link below and set your practice up for the future! #physicantransactions #healthlaw #privateequity

Considering investing in a medical practice? Our comprehensive guide walks you through every financial detail you need to know before making this significant decision. From understanding the upfront and ongoing costs to exploring the complexities of valuations and tax implications, we provide the insights to help you make an informed choice. Equip yourself with the knowledge to plan effectively, assess the return on investment, and strategize for success. Don’t miss out on mastering the essentials of buying a medical practice. Explore our full article now and take the first step towards a wise investment! 👉 https://lnkd.in/dkJdK344 #MedicalBroker #MedicalPractice #HealthcareValuation #sellyourpractice #medicalbusiness

Health & Wealth for Medical Professionals: Why Real Estate is a Smart Investment As a medical professional, your career is undoubtedly demanding, but while you’re focused on saving lives and advancing your practice, it’s also essential to consider long-term financial security. Diversifying into real estate can offer a pathway to achieving this. Here’s why: 1. Create Passive Income Streams 2. Financial Stability Beyond Practice 3. Tax Benefits 4. Long-Term Asset Appreciation 5. Diversification and Risk Mitigation 7. Leave a Legacy Real estate investment is a smart move for medical professionals looking to secure financial stability while building long-term wealth. With options like flexible payment plans and immediate property allocation, it’s an excellent time to get involved and diversify your income.

Bernstein Private Wealth Management recently sponsored the 2024 Physicians Transactions Conference in San Francisco, where our very own Daniel L. Brunello, CFP®️, Director, Wealth Strategies Group spoke on “Personal Wealth Planning Strategies to Consider Before Any Major Transaction”. "Maximizing the transaction value of your practice is a very important step, but creating a comprehensive financial plan before a transaction can minimize taxes, provide asset protection, and maximize the value of your overall wealth," Daniel told the physicians at the conference. At Bernstein, we serve as confidants to some of the world’s top physicians, helping them solve complex challenges—ones that extend well beyond wealth management. We are proud to have sponsored this conference and to have had the opportunity to share our expertise with such a distinguished group of professionals. To learn more, click here to read our whitepaper "Improving Outcomes for Medical Practice Owners": https://lnkd.in/gX3qXq4P #PhysiciansTransactionsConference #WealthManagement #FinancialPlanning

Would you expect a doctor to write a prescription without seeing the patient? Probably not. The doctor first needs to ask questions, understand the symptoms, run tests, and then prescribe the specific medicine. At Institutional Quality, we believe fund managers deserve the same level of care and attention. But how do we really know what to fix? If we don't know what to fix, our value is lost. We would be wasting time and energy giving heart medication to someone with a headache. Just like a good doctor doesn’t prescribe treatment without understanding the patient’s symptoms, we don’t rush into providing solutions. We ask questions, dig deeper, and understand what makes your fund unique. Why? Because each fund manager has different goals, challenges, and strengths. Some may need help refining their messaging, others may need stronger positioning or support in building relationships with LPs. At Institutional Quality, we: ➡ Sit down with you and listen to your goals and challenges ➡ Ask about your fund’s positioning, track record, and differentiation ➡ Build the bigger picture: What’s your "why"? How do you stand out? ➡ Tailor our support: where are the gaps in your existing strategy?  ➡ Monitor the results and make adjustments for better outcomes. We don’t just offer a one-size-fits-all service. We take the time to diagnose your real needs and build a customized solution that sets you up for success. Because we believe your fund deserves more than a standard prescription. P.S Do you agree?