FINANCIAL PLANNING FOR ORTHOPEDIC SURGEONS WHO WANT TO BUILD WEALTH, PROTECT IT, AND EXIT ON THEIR OWN TERMS
As a specialist working orthopedic surgeons, we simplify your financial life so you can focus on surgery, not spreadsheets.
I’m Jared
Financial Optimization
You’re busy running a practice, managing hospital contracts, and staying on top of surgical innovations. But who’s optimizing your wealth, tax strategy, and exit planning?
WE ONLY WORK WITH ORTHOPEDIC SURGEONS
Unlike traditional financial advisors, we specialize in helping orthopedic surgeons navigate:
- High-income tax planning and asset location
- Asset protection and estate structuring for high liability exposure
- Multi-entity tax strategies (PCs, MSOs, surgical centers)
- Practice exit strategy and DSO/MSO transitions
RESOURCES
Access our latest videos, articles, and a range of carefully curated resources to help you on your path to financial confidence and business optimization.
PLANNING
Proven systems to help you protect the wealth you’ve built and optimize the business you’ve worked so hard on.
SPEAKING
A natural and enthusiastic speaker, Jared is available to speak on a variety of topics about how to build and protect wealth, and business value acceleration.
Having a strong plan for your finances and your business allows you to make confident choices. It helps to set priorities, providing a clear path toward achieving what you are capable of.
What does financial freedom look like for you?
No matter the end goal, we’ll push boundaries to help you move toward it, empowering you to take back control of your finances and business, and live the life you’ve always dreamed of.
