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Tax Strategies

Tax Planning

No one enjoys paying taxes, even with the understanding that its necessary. But, did you know that mitigating some of the sting of your annual taxes could be possible? That's right, sometimes all it takes is a little preparation and the advice of a seasoned professional. Like most things in life, thinking about taxes early and often means you’re on the right path to success.

But often times, having a solid grasp on your tax situation can be nearly impossible for the average investor — especially as your portfolio grows! And even with a large amount of solid preparation, tax law can be fraught with rules and regulations that baffle even the savviest of us. Luckily, financial or tax professionals love nothing more than helping their clients prepare for tax season. Preparing for taxes now can help ensure peace of mind later and possibly lessen the chance of an audit in the future.

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Doctors Wealth Care was founded with the idea that true financial balance is 100% obtainable.  We start by taking a page straight from the world of medicine and find ways to specialize our individual areas of focus further.  To find balance, we must show our clients how to excel in asset building, debt, cash flow, and asset protection.  Medical professionals are busy and often need more financial education and time to obtain balance.  Our team is here to fix that once and for all.  

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Licensed in Florida and many other states.  A complete list can be obtained by contacting our office.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, 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: 14021 METROPOLIS AVE. FORT MYERS, FL 33912, 239-561-2900.
PAS is a wholly-owned subsidiary of Guardian.  Doctors WealthCare, LLC is not an affiliate or subsidiary of PAS or Guardian.
The individuals associated with Doctors Wealth Care do not maintain specialized licenses or qualifications for the financial services provided to Medical professionals.

*Medical Economics Best Financial Advisors is a paid listing advertising supplement. This award is not issued or endorsed by Guardian or its subsidiaries.

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.

Bart Singleton is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H41858, AR Insurance License #15947641.

Adam Redenshek is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.  CA Insurance License #0I69232, AR Insurance License #7288076.

#0l69232. 2023-162136 Exp 9/25

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