Over the past 20 years or so, we’ve observed many doctors making common mistakes at all stages of their careers. We have taken our observations, as well as enlightening discussions with well-established professionals in wealth preservation spaces to bring you our Asset Protection Series: Interviews dedicated to bringing awareness to various risks that can affect your wealth. Anthony Williams and our guest of the week will discuss critical questions to consider and provide tips on how to work towards obtaining comprehensive asset protection. Be sure to check out our other informative interviews here.

You’ve built your business. It’s time for the next steps. There are so many moving parts to business transition planning that if not done or done incorrectly may result in losses: taxes, wealth, and family distress. Overlooking these tips would be a mistake.

This week we are excited to present our business transition planning interview with financial architect, Heath Goldman, CSPG!

President/CEO of ICON Wealth and Legacy Partners, Heath Goldman acts as a financial architect for his clients. With his experiences, Heath is able to serve as a valuable resource to his client’s planning team by systematically addressing each need and helping to aid in pursuing his client’s objectives before implementing specific recommendations. With his on-going commitment to community service in his life outside of the office, Heath is well versed to provide charitable planning advice in his daily discussions with clients. Heath holds FINRA series 7, 63 and 65 registrations and is currently insurance licensed in CA and NC for life/health/disability. Watch our Whiskey & Wealth Wednesday introducing Heath!

1. Can you share with us what your thoughts are on how to create a multi-generational business?

2. What are the critical areas that clients should be looking at during these unprecedented times?

3. When should a client focus on cap gains planning for the sale of their business?

4. What are the areas of concern that you are seeing with your clients?

5. What do you need to do know to take advantage of the current estate tax exemption?

Watch the full interview with Heath Goldman

Contact Heath today to learn more about business transition planning can help preserve your wealth.

By Anthony C. Williams, CWS, ChFC, MRFC, CLU | Investment Advisor Representative | President & Founding Partner of Mosaic Financial Associates & Orthopaedist Advisory Group | Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor.  Cetera is under separate ownership from any other named entity.