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Making Doctors' Lives Better | Caduceus Consulting

As wealth managers, we enable doctors, dentists, and other healthcare professionals to turn their attention more completely to their patients and their practices.

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403 12●●●●●● south

Jackso●●●●●● Beach , FL, 32250

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403 12●●●●●● south

Jackso●●●●●● Beach , FL, 32250

United States

904●●●689
sh●●●●●●●●@comcast.net

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william hunt

403 12●●●●●● south

Jackso●●●●●● Beach , FL, 32250

United States

904●●●689
sh●●●●●●●●@comcast.net

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As wealth managers, we enable doctors, dentists, and other healthcare professionals to turn their attention more completely to their patients and their practices.
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Making Doctors' Lives Better | Caduceus Consulting | caduceusconsulting.com Reviews

https://caduceusconsulting.com

As wealth managers, we enable doctors, dentists, and other healthcare professionals to turn their attention more completely to their patients and their practices.

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1

Client Case Studies | Caduceus Consulting

http://caduceusconsulting.com/client-case-studies

Raquo; Client Case Studies ». Comprehensive Planning with Integrated Asset Protection. During the planning process the doctor found several cost savings between premiums and unnecessary tax payments (Risk Reduction). Additionally, the doctor has a better presence of mind that their family will be taken care of and they are doing the best they can to work towards their goals. Another day, another doctor served. What’s worth doing is worth doing for money. Are we a fit? It’s time to find out.

2

Are We a Fit? | Caduceus Consulting

http://caduceusconsulting.com/free-consultation

Raquo; Are We a Fit? Are We a Fit? Our company strives to pursue deep and long lasting relationships with the clients we serve. The choice of a wealth manager is based not only on technical competence, but also similar philosophies and compatible personalities. We will be able to determine if we should have a relationship through understanding you and your values which brings us to the first step in getting to know you. The goal of that meeting is to determine if we should have another meeting. Securitie...

3

Our Approach | Caduceus Consulting

http://caduceusconsulting.com/approach

Raquo; Our Approach ». Our process comes from decades of experience in helping healthcare professionals navigate their financial decisioning. Not only do we recognize the importance of thoroughness, but we also appreciate your time constraints. We like to think we make the process efficient and an overall joyful experience. Our approach simply identifies and fills the GAPPS in your goals in a practical, actionable order. Identify and PrioritizeYour G. Analyze and EvaluateYour A. Strategize and DevelopA P.

4

EWR | Caduceus Consulting

http://caduceusconsulting.com/ewr

Raquo; EWR ». Caducueus Consulting is consistently trying to match or exceed the same standard of care that our doctors offer to their patients. This is why we decide to be on the cutting edge of technology and offer our contract clients EWR’s (Electronic Wealth Records). Assets are analyzed against your plan objectives, so you can see what’s working and what needs to be adjusted. Organize your Finances, and Your Valued Memories. Your online vault is like a family time capsule for your precious digital p...

5

About | Caduceus Consulting

http://caduceusconsulting.com/about

Raquo; About ». Our name represents both the ancient Greek staff of wealth and the U.S. symbol for medicine. Under this rich dual meaning, Caduceus Consulting was founded to enhance lives and augment the goodwill that healthcare professionals generate. The Caduceus Consulting leaders have managed and helped safeguard assets for hundreds of physicians and top healthcare professionals. To Make Doctor’s Lives Better. To be the preeminent. Firm for doctors in the country. Compassion is the wish to see others...

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