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Financial Care
for Surgeons

Protect your Income

As statistics show, a long-term disability claim is more likely to occur than a death-related claim for surgeons. We prioritize educating surgeons about the importance of income protection. Through our expertise, we guide surgeons in selecting the appropriate disability insurance coverage that ensures their income is safeguarded even in the face of unexpected circumstances. By securing their income, surgeons can have peace of mind knowing that their financial well-being is protected.

Protect your Practice

We recognize that your practice represents years of dedication and hard work. Therefore, we emphasize the need to protect your practice from potential risks and liabilities. Our team provides guidance on comprehensive insurance coverage, legal structures, and risk management protocols. By implementing effective asset protection measures, you can safeguard your practice and ensure its long-term success.

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Protect your Partnership

If you are part of a surgical partnership or group practice, we understand the importance of protecting your partnership interests. We offer specialized education on buy-sell agreements, partnership agreements, and succession planning. Through our guidance, you can establish clear frameworks for decision-making, dispute resolution, and the smooth transfer of partnership shares. Our aim is to protect your partnership and maintain a harmonious working environment.

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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