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Most doctors have neither the time nor the financial training to effectively address financial issues such as maximizing tax savings, funding
children's education expenses, evaluating appropriate insurance coverages, planning for retirement, determining appropriate investments, maximizing asset protection and
proper estate planning. As a result, most doctors lose thousands of dollars each year due to lack of knowledge in these key areas.
We specialize in providing qualified expertise to only one type of client; you, the doctor. By focusing our services exclusively on the needs of the dental profession, we bring
a level of practice expertise and customization-to-need that you simply cannot obtain elsewhere. Through our unique education and experience with thousands of doctors, we have
developed over 300 winning tax and financial planning strategies to help you:
- Establish a customized financial game plan to ensure financial security
- Gain peace of mind and reduce stress by meeting your financial goals through a well-designed, practical approach to your needs
- Improve your practice profitability
- Maximize tax deductible retirement savings
- Establish proper investment strategies
- Dramatically reduce federal and state income and death taxes
- Fund family educational expenses on a tax-deductible basis
- Implement proper insurance coverages
About Your Advisor
John K. McGill, CPA, MBA, JD is a nationally prominent tax attorney and CPA who has specialized in dealing exclusively with the dental profession for over 20 years. He has
developed comprehensive financial gameplans for over 700 doctors, who have achieved financial independence in less than 10 years on average. He serves as the Chief Editor of
the McGill Advisory Newsletter and is a tax columnist for Dental Economics Magazine.
How do I get started?
We use a project-based approach to your current situation to ensure that we provide maximum value customization to your needs.
Needs Assessment
The first step is to complete the required personal financial statement and employee census form and return them, along with the additional information
requested (see below) to our firm, along with a 50% deposit.
Initial Conference Call
Once we receive your information, Mr. McGill will personally review your information. We will then contact you to schedule
an initial one-hour conference call with Mr. McGill, you, your spouse. This is designed to begin the goal-setting process, gain further clarification/understanding of the information
you
have provided, and establish preliminary
recommendations.
Presentation of Recommendations
Once your customized program has been prepared, a half-day conference will be scheduled with you and John at our offices in Charlotte
to present his recommendations, discuss them with you and your spouse, and agree on a course of action.
Formal Executive Summary
Within 10 business days of your visit to our offices, John will prepare and mail to you a written report outlining recommended strategies
along with financial projections and an implementation check list.
Full-Year Unlimited Consultation
To help implement the plan of action, John will provide consulting assistance as needed for a full year following the delivery
of the action plan.
Unconditional Money-Back Guarantee
We are so sure that you will be completely satisfied with our services, that we will refund your fee if we cannot save you more than your
cost for our services. We guarantee you a positive return on your investment!
Information required to begin Achieving Financial Independence Consultation:
- Current personal financial statement, including details on all practice and personal debt (provided)
- Employee census (provided)
- Most current practice profit & loss statement
- Last three years personal income tax returns (federal and state)
- Last three years practice income tax returns (federal and state)
- Current year-to-date procedure totals listed by ADA code & fee schedule
- Copy of summary plan description for retirement plan(s)
- Copy of latest investment statement(s)
- Copy of last valuation report for retirement plan(s)
- Copies of wills, trusts, powers of attorney, living wills, and other estate planning documents
- Copies of declaration page of life, disability, business overhead, malpractice and personal umbrella policies showing type of coverage, insured, amount of coverage and
premium
Request fees or references for Tax
& Financial Planning with Mr. John K. McGill
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