Pinnacle - Jupiter Medical Center

Fall 2018

Pinnacle is the official magazine of Jupiter Medical Center which provides world class health care in Palm Beach County

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Page 4 of 79

The Personal CFO delivers physicians specialized wealth care. Atlantic Wealth Partners' Personal CFO aligns and orchestrates integration of all your myriad financial affairs: • Legal & tax strategy interpretation & alignment • Tax & income plan management • Retirement plan design & execution • Wealth transfer plan design • Business succession & exit planning • Charitable plan design • Beneficiary education • Asset allocation development • Investment policy development • Investment selection & manager oversight • Direct investment analysis • Insurance policy management • Leverage negotiation & management Working in concert, your financial activities strive toward a strategic goal, never in conflict with one another. • Minimizing personal asset exposure to medical malpractice lawsuits • Restructuring to benefit from the Tax Cuts & Jobs Act Section 199A Tax Savings • Structuring the sale of your practice in the most beneficial & tax efficient manner Do you know harm? You retain some combination of money managers, financial and insurance advisor(s), a practice manager, CPA, bookkeeper, estate planner, and lawyer(s), each for their specialized expertise. These are your deckhands. Who's your captain? A wealth care team without a leader is a ship without a captain. The vessel advancing your financial well-being is progressing. Who's making sure it's not taking on water? No matter how exceptional your financial, accounting and legal professionals may be, on their own they cannot identify all the potential holes within the wider framework of your plan. Steve Olson, Atlantic Wealth Partners Founder and pioneer of the Personal CFO, says, "Let's assume you have the best financial planner, money managers, real estate management company, lawyer, accountant, and life, health and casualty insurance agents. Individually, they do great work. This is their greatest failure to you, their mutual client. Because their work is executed 'individually,' opportunities to advance wealth and enhance financial well-being via a unified effort are missed. Productivity—gains of wealth, protection against losses (investment or litigation oriented) and efficiencies of time and effort—is diminished." "The Personal CFO doesn't replace your existing special- ists," Olson continued. "It harnesses them. It fuses their effort behind definable goals, commanding all aspects of your financial, legal and tax operations." Purpose suited to physicians focused on non-traditional, creative, income and estate tax minimization and dy- namic investment risk management strategies, the Per- sonal CFO adapts the function of your wealth to meet the requisites of your lifestyle and responsibilities. Intergener- ational wealth families also benefit as they share the same need for a skilled wealth care team leader. "Administering wealth is not your specialty," Olson explains. "It shouldn't be your burden. By identifying existing gaps in your plan and driving expense reduction through reduction of excess fees (usually caused by inefficiency) to advisors, money managers and other professionals, a Personal CFO frees you up to focus your energy elsewhere, confidently maintaining your lifestyle, both now and in retirement." Put a captain onboard. Sit down with Steve Olson. Schedule a no-cost, initial review of your existing structure and plan. | 561.632.0566 | It's not you. It's we. Atlantic Wealth Partners, LLC is a Registered Investment Adviser. This is solely for informational purposes. No advice may be rendered by Atlantic Wealth Partners, LLC unless a client service agreement is in place. PROMOTION

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