Finally, A Financial Plan for Associate Practitioners to Support Their Financial Journey
LARGO, Fla., Nov. 12, 2024 /PRNewswire/ — Econologics Financial Advisors (EFA), providing premier financial advice for practice owners and associates, proudly announces the inclusion of Practice Associates with an exclusive version of the proprietary Econologics® Roadmap Financial Plan. This plan is a tailored financial service, available as of November 2024, and has been crafted specifically for healthcare associates and addresses the unique financial challenges that these practitioners face in fields including veterinary medicine, optometry, physical therapy and dentistry.
Meeting the Needs of Practice Associates with Comprehensive Financial Planning
Despite respectable incomes, many associates face challenges managing debt, saving for retirement, expanding income, and building future wealth, leading to stress and frustration in both their personal and professional lives.
Until now, financial services tailored to associates have been scarce. EFA has filled this gap with the launch of the Econologics® Roadmap Financial Plan for Practice Associates; an actionable and comprehensive solution offering immediate and long-term planning for a practitioner and their family.
This plan includes:
- 8 Strategic Planning Checklists
- Financial Analysis, Targets & Over 15 Metrics
- Debt Elimination Plan
- Wealth Building & Investment Strategies
- Asset Protection Solutions
- Tax Optimization Strategies
- Retirement Income Analysis & Projections
EFA’s unique approach integrates the expertise of its licensed financial advisors with a proprietary system to give the guidance clients need to manage their household finances like a business, therefore creating financial confidence and security for a brighter financial future.
As part of this new program announcement, EFA invites Practice Associates to take advantage of an introductory Wealth Building Analysis. This session includes three valuable assessments:
- Wealth Gap Formula Calculation
- Wealth Building Blueprint Analysis
- Investment Income Evaluation
To schedule a free analysis. Visit: https://econologicsfinancialadvisors.com/practice-associates
About Econologics Financial Advisors
Econologics Financial Advisors, LLC (EFA) is a federally Registered Investment Advisor and insurance agency providing premier financial advice for practice owners and associates nationwide in various healthcare industries. Committed to the client’s goals, EFA’s team of trained and licensed financial advisors deliver experienced guidance designed to provide clients with financial control, focusing on building wealth while preserving a comfortable lifestyle. With a strong commitment to empowering healthcare professionals on their financial journey, EFA helps clients achieve financial confidence and security in their personal and business finances.
To learn more or schedule a meeting, contact the Econologics Financial Success Team by visiting www.econologicsfinancialadvisors.com
For more information:
Cody Goldstein
(727) 588-1540
Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.
SOURCE Econologics Financial Advisors