 |
||
|
Professional Strategies provides a full range of financial, consulting and operational services to physicians, dentists and other healthcare professionals. We work with practices of all sizes and specialties from sole practitioners to large medical groups. Realizing that no two clients are ever the same we have assembled an experienced network of professionals to cater to each of our clients specific needs and develop strategies guaranteeing financial success. |
||
|
We understand that you would prefer to practice medicine rather than manage accounts. We assume responsibility for your accounts from start to finish. Once we receive from your office the fee slips we handle everything concerning that account until the final transaction is posted and the date of service is closed.
Full List of Services The greatest wealth eroding factor in the US comes from tax. As a result we offer the accounting expertise that understands the intricacies of a medical practice combined with a comprehensive and practical tax minimization strategy that is critical to maximizing your net worth and minimizing your tax.
Full List of Services Your assets are more than a number on a bank statement, dollars on a pay check or a roof over your head. They are the source of your financial future. Waiting until you have the flu to get a flu shot or replacing your brake pads after they fail is a losing strategy with no protection. We offer the very best products specifically designed to guarantee success and security.
Full List of Services We understand you are pressed for time, constantly seeing new patients. We will work diligently on your behalf with lending sources so you can concentrate on what you do best. We are there to assist if you’re buying an existing practice, looking to just start up your own practice, already in business and want to expand, need working capital or need to lease or finance used or new medical equipment.
Full List of Services An effective business plan looks ahead, focuses on key points and prepares for problems and opportunities. Business plans are for new and established businesses aimed optimizing growth and development according to priorities.
Full List of Services Finding the perfect location to open your first practice, expand your practice or that ideal investment property is a difficult and time consuming task. We will apply our insight, experience, intelligence and resources to help our clients make informed real estate decisions.
Full List of Services Business, patient records or personal information management despite its enormous importance, is often neglected by those who have the greatest need for it. We provide solutions that combine proven technology with a very user-friendly interface to make storing and accessing your most important information extremely easy and thus eliminating common inefficiencies and potential for loss.
Full List of Services We bring you the most competitive plans and rates available and as an employer you can gain access to unique services only offered by Professional Strategies, which will allow you to focus more time on achieving business success. We provide the most up to date information on available products, carriers, vendors, funding alternatives and compliance requirements. Acting as your advocate in the marketplace, we eliminate your need to hire or maintain in-house benefits expertise.
Full List of Services Your portfolio deserves unique counsel and an independent perspective. Our professional service offers unbiased portfolio construction that respects and reflects the investment objectives, risk parameters, tax environment and investment considerations that you set forth.
Full List of Services |
Every year, Americans spend millions of dollars on routine legal needs, from incorporations and buy/sell agreements to last wills. Others put off creating essential legal documents because of the inconvenience and high fees. We believe it should be easy for anyone to create a last will, write a buy/sell agreement, trademark a name or take care of other common legal matters.
Full List of Services We understand all of the hard work you have spent building your business – the number crunching, careful planning and endless hours you’ve invested. Because accidents can – and do – happen, we can protect you and your business. We understand you need complete business protection not just“one size fits all” type coverage.
Full List of Services Whether you are in a small town or large metropolitan area when done properly, healthcare marketing can grow your profits, attract the patients and cases you want while building your reputation (brand). What is setting you apart from your competition?
Full List of Services We manage the time-consuming tasks of payroll processing and employee payroll tax filing by streamlining your payroll process, improving productivity and simplifying administration so you can focus on running your business.
Full List of Services Planning for retirement requires forethought that focuses on long-term estate liquidity, tax efficiency, investment management and asset protection. Our team of advisors is dedicated to understanding you and your practice to develop the coordinated plan to guarantee your goals are met.
Full List of Services For all medical professionals, the decision to sell a practice, buy a practice or to relocate marks a milestone in life. We provide customized, turnkey solutions whether you're retiring from practice, planning your exit strategy, just starting out, or making a long-awaited lifestyle change your situation is unique. We customize marketing and sales efforts to bring qualified buyers and sellers together for a win-win situation.
Full List of Services |
|
 |
|
|
Professional Athletes are often young individuals who have limited if any experience managing millions of dollars. With this new wealth comes many responsibilities including taxes, mortgages, insurance, and retirement planning, just to name a few. ISM Financial Group wants to be your Financial Coach and help guide you to success by taking advantage of our complimentary services offered to our Professional Athlete clients. Below is a list of the tools we use to help make you financially sound during your career and long after your retirement: |
|
| The Ultimate Financial Blueprint |
Talk to a Certified Leap Advisor Today |
|||||
|
Wealth In Motion ® powered by Leap Systems |
||||||
Seniors 
Business 
Professional 
Charities  |
 |
Financial security Everyone wants it; few have it. Many do not realize that true financial security requires strength in every area of one’s financial affairs. It requires a systematic approach, a strategic plan implemented over time, in order to obtain it. But it can be obtained. With the proper education and discipline, financial stability and security is within anyone’s grasp. That’s why we’re here: to provide you with a solid foundation of valuable financial knowledge and products from which to proceed. The discipline needed to obtain your goal, that’s the part which only you can provide. But it’s within you; you can do it. |
| The Need Consumer debt in America is near record levels. Recent studies have shown that the average family spends more money annually than it earns. The buy-now-pay-later mentality is rampant in our society. And far too many people reaching retirement with less than one thousand dollars in the bank, it’s quite obvious that planning for the financial future is the only hope. Team Financial Services is here to supply you with quality information, products, advisors and resources to help you get the job done. Of course, there are many decisions which depend greatly upon your own individual financial circumstances. |
 |
 |
Financial Planning |
What is Money? Everyone uses money. We all want it, work for it and think about it. However, the task of defining what money is where it comes from and what its worth belongs to those who dedicate themselves to the discipline of economics. Economics 101: Studies the behavior of individuals, businesses and governments in the pursuit of wealth. While the creation and growth of money seems somewhat intangible, money is the way we get the things we need and want. It is not necessarily useful - after all, you can't eat it, and it won't keep you warm at night, but Money is created by a kind of a perpetual interaction between concrete things, our intangible desire for them, and our abstract faith in what has value: money is valuable because we want it, but we want it only because it can get us a desired product or service in other words, Money is a "medium of exchange" it must always be in motion |
 |
Money |
| What’s the Point? Financial planning isn’t just about getting as much money as possible, or getting as much stuff as you can. That’s silly. Financial planning is about creating a material plan for your life that fits what you want to do and who you want to be. It’s that simple. That means that for many people, the traditional “job” won’t work. For some, working night-and-day doesn’t cut it. For others, “chilling out” is wrong. Financial planning isn’t a “one-size fits all” ordeal. If anything, it is the exact opposite. Wealth isn’t just the paper stuff we use at the store, or the “ones and zeros” in our bank account. Money is more; than just dollars and cents. The TV you choose the car you drive, the house you own, the vacation you take, the job you have, the food you eat – these are all part of your financial plan. |
 |
|
|
| Have a dream? Achieve it… Period. We all hit financial rough times, it is important that we refuse to acknowledge defeat. Refuse to accept the “fate” of being poor. Refuse that “fate” has anything to do with our life, we are here to be self made, life doesn’t just happen we make it happen, we must learn to manage money before it manages us. It is tremendously important for are marriages, families, and businesses that we manage are money and remember that money is a tool; the old saying applies “money is a terrible master but a great servant.” Success can be found almost anywhere, regardless of situation. It requires the ability to overcome one’s current surroundings and environment. No one said success would be easy. If you want somethin’, go get it. Period. Unfortunately, we often get so caught up in the day-to-day survival, we forget to focus on what really counts… achieving our financial goals. So it’s all about the money right? Happiness is getting the most amount of money? Absolutely not. Money is just the vehicle — we have to drive to get there. |
 |
|
Money is a Management Tool! |
 |
 |
Accounts Receivable