I will soon open a practice and need to compose a letter for potential referral sources. What should I include?
Question: I will soon open a practice and need to compose a letter for potential referral sources. What should I include?
Answer: Your letter should address the following:
Asset Protection and Financial Planning
December 6th 2021Asset protection attorney and regular Physicians Practice contributor Ike Devji and Anthony Williams, an investment advisor representative and the founder and president of Mosaic Financial Associates, discuss the impact of COVID-19 on high-earner assets and financial planning, impending tax changes, common asset protection and wealth preservation mistakes high earners make, and more.