Dear Doctor,
I am a financial advisor at Harding Financial which specialize in strategic tax planning strategies using a combination of corporate structuring and financial planning. In working with new clients, we find that doctors are paying unnecessary taxes due to improper corporate structure and improper pay and financial structure. With proper corporate, financial and pay structure, we can often eliminate large amounts of unnecessary taxes that you are currently paying to the Federal and State Governments. If you have not sat down with a knowledgeable financial advisor who works hand in hand with your CPA to implement strategies that align your corporate, pay, and financial planning structures, you are paying unnecessary taxes. CPAs are excellent in finding tax deductions through accounting, Harding Financial Partner advisors are excellent in finding deductions through an integration of corporate structure and financial planning.
Our planning and analysis goes beyond what typical financial advisors, and even CPAs, do for clients. Additionally, our research and experience indicates that Dr. personal assets are exposed to litigation due to improper personal asset protection planning and strategies that are not in sync with their practice corporate structure. If you would like to hear more about what we do for private practices and Doctors, please let me know and I will schedule a short, 30 minute, introductory call to see if our planning process and models interest you and are a fit for your situation. There is still time to implement our strategies for tax year 2014, but that window is closing rapidly. Talk to you soon.
Regards,
Connie Dello Buono
Financial Advisor
408-854-1883
conniedbuono@gmail.com
Harding Financial
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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