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Financial Care for Optometrists

Protect your Income

At Wealthcare Financials we specialize in assisting optometrists in protecting their income, practice, and partnerships. Understanding the unique needs of optometrists and creating tailored solutions to address these specific requirements. We emphasize the need for income protection as a fundamental aspect of financial security for optometrists. Our team provides comprehensive education on disability insurance options, guiding you in selecting the most suitable coverage to safeguard your income. By having a robust disability insurance plan in place, you can ensure financial stability even if unforeseen circumstances prevent you from practicing.

Protect your Practice

We recognize that your practice is a significant investment and a source of pride. Our experts provide guidance on protecting your practice from potential risks and liabilities. We assist you in securing appropriate insurance coverage, establishing legal structures, and implementing risk management strategies. By proactively protecting your practice, you can focus on delivering exceptional care to your patients while ensuring the long-term success of your practice.

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Protect your Partnership

For optometrists in partnerships or group practices, we understand the importance of protecting your partnership interests. We offer specialized education on buy-sell agreements, partnership agreements, and succession planning. Our guidance ensures that your partnership is safeguarded, decision-making processes are clear, and potential disputes are minimized. By prioritizing the protection of your partnership, you can foster a collaborative working environment and ensure a smooth transition of ownership when needed.

Get Started Now!

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Kris Schwartz

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Office: 512.651.2977 

Fax: 512.758.8022

Mobile: 210.382.1857

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kschwartz@cwsplanning.com

 

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901 S. Mopac Expressway Barton Oaks IV
Suite 150
Austin, TX 78746

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.   

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Capitol Wealth Strategies and Wealthcare Financials is an Agency of The Guardian Life Insurance Company of America®  (Guardian), New York, NY.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, TX 78746, ph# 512.651.2009 PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. 

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 2023-164490 Exp 2025

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