They receive a large check when they first merge, but subsequently earn less in the following years as they grow their practice. It requires a lot of planning and we help physicians get over that income gap without depleting the check from the merger, Massimo explained.
“The major commonality between our clients is that managing risk is a major priority. When you think about investing all you may think about is growth, growth, growth -- I’m a huge fan of indexing so you get the gains you need over time, but don’t have to worry about one decision of an active manager blowing up 40 percent of your wealth. Our business is mainly about managing risk and being prepared over the long-term in both cases,” Massimo said.