PareShah Partners has particular expertise and deep experience serving physicians, pharmacists, physical therapists, dentists and others in the medical field. Utilizing thoughful retirement-income and estate-planning solutions, our goal is to help you protect your assets, grow your business, and accumulate wealth.
In addition to helping you offer 401(k) and other qualified employee retirement savings plans, we help you select high-quality group health, life, disability and long-term care insurance. We also provide guidance and assistance assembling and filing required legal documents, better ensuring regulatory and tax compliance.
When it’s time to transition your business, either internally to current partners or employees, or externally to an outside buyer, we utilize a combination of estate and succession planning strategies to help you achieve maximum value, and leverage that value into long-lasting retirement income.
To schedule a complementary consultation about your specific circumstances and goals, or to learn more about how we can help you grow your business and build toward a secure and fulfilling retirement, please provide your contact information below. Feel free to include any specific questions you may have. We look forward to speaking with you.
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