FINANCIAL PLANNING FOR THE ART OF MEDICINE Presented by: Lissa M. Benton Financial Services Professional Property & Casualty Broker

Agenda What is financial planning? Your professionals Asset Protection Strategic Tax Planning Estate Planning Retirement Planning Contact me Questions & Answers

What is financial planning? Financial planning is managing your personal and your business finances to achieve your goals and dreams. The process helps you focus on : Setting realistic short term and long term personal and financial goals Evaluating your net worth and where you are financially Developing a plan to reach your goals Putting your plan into action Monitoring your plan to stay on track while dealing with changes and circumstances

Your professionals The three most important professionals in a persons life. –CPA Taxes –Attorney Litigious Society –Financial Planner Death

Asset Protection –Risk Assessment Disability Personal, Group and Corporate Business Overhead Expense Practice or Business Buyout Agreements –Buy Sell –Key Man –Personal Planning Insurance Debt Umbrella

Strategic Tax Planning Strategic Tax Planning. What is a… –Defined Benefit Plans –Defined Contribution Plans –Reduce and possibly eliminate Income Tax Plans

Estate Planning Estate Planning. What’s best for me? –Wills Health Care Proxy Power of Attorney –Trust Irrevocable Living CRT …. –Succession Planning

Retirement Planning Living longer Retirement options Retiring Early Retiring and Successions The desired lifestyle for retirement

Personal and Private Questions? Contact me. Lissa M. Benton Financial Services Professional, Property & Casualty Broker Knight Wealth Management Group, LLC Telephone:

Questions & Answers Thank you. ?