Page 1

The

WealthCare Protector ™

While you take care of others, we take care of you

IF YOU’RE IN MEDICINE, YOU’RE NOT LIKE EVERYONE ELSE. EVERY STAGE IN YOUR CAREER, FROM THE TIME YOU ENTER MEDICAL SCHOOL, REQUIRES SPECIALIZED MONEY MANAGEMENT. THAT’S WHY WE DEVELOPED THE WEALTHCARE PROTECTOR, A FINANCIAL SYSTEM DESIGNED SPECIFICALLY FOR MEDICAL PROFESSIONALS.


2

The Sound Diagnosis

YOUR INFORMATION IS CAREFULLY ANALYZED and

1

The WealthCare Protector ™

The Assured Engagement

we meet to discuss the optimal financial strategies for your specific issues. As appropriate, these strategies will address your cash flow, debt management, wealth accumulation, insurance

OUR FIRST CONVERSATION,

and wealth transfer needs.

USUALLY OVER THE PHONE,

Each strategy is matched with

should bring an immediate

your values and provides a

sense of relief. Finally, you

clear path for reaching

know you’re talking to a

agreed-upon goals. You can

financial sub-specialist who

feel secure knowing your

understands medical culture

financial matters are

and appreciates your needs

becoming organized,

and concerns as a medical

accessible, and ready to

professional. Once we agree

be managed.

to work together, we can immediately begin to collect your financial information.


4 The Quick Cure Check-up FORTYFIVE DAYS AFTER YOUR ACTION PLAN IS PUT

3

IN PLACE, we review your

The Confident Transition Plan

progress. Even though it’s only been a short time, you’ll appreciate the results. We’ll celebrate what you’ve achieved and agree on an

5 The Long-Term Watch

appropriate level of IN PHASE 3, WE DETAIL THE

involvement going forward.

REGULAR FOLLOWUP

UNIQUE ACTION PLAN for

Your integrated care plan is

MEETINGS CAN BE SET

getting your finances on

now underway.

QUARTERLY, ANNUALLY, OR

course. The plan provides a

AS YOU REQUIRE—whether

long-term perspective and

it’s a clarifying conversation,

short-term actions, outlines

or education and perspective

who’s accountable, and

to maintain your peace of

how we’ll measure success.

mind. Over time, changes in

Once you’re comfortable

your life circumstances will

with the plan, our team

mean the plan needs to be

implements it while you

adjusted. Whatever you need,

focus on your personal and

whenever you need it, we’ll

professional life.

be there to help you make the right decisions and achieve your financial goals.


ACTION ITEMS: 1. 2. 3.

WWW.INTEGRATEDWEALTHCARE.COM

1-866-694-6292

INFO@INTEGRATEDWEALTHCARE.COM

Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Capital Wealth Management, Inc., a registered investment advisor. Capital Wealth Management, Inc. and Triad Advisors, Inc. are not affiliated.

WealthCare Protector Online  

IWC Planning Process - Professional Overview

Advertisement