Amber Eckerfield
Email: amber.eckerfield@earned.com
Vendor member since August 2019
Company Description
Our combined services provide comprehensive, tax-smart wealth building solutions exclusively for doctors, their families, and their practices. With all your wealth and tax needs under one roof, we help you keep more of your hard-earned money so you can invest those savings more tax efficiently. Our doctor-focused, comprehensive approach is designed to create a powerful cycle that accelerates your wealth in all aspects of your financial life.
Products & Services
For Individuals:
• Wealth Management: Designed for doctors like you, our comprehensive, tax-smart approach creates a powerful cycle to help accelerate long-term growth.
• Tax Planning & Preparation: Our Tax Advisors work seamlessly with your Wealth Advisor to find unique strategies, helping you keep more of your hard-earned money.
For Practices:
• Retirement Plans: Our custom-built, doctor-focused plan designs have maximum flexibility for your practice and plan participants.
• Tax Planning: We act as your practice’s dedicated financial department, providing unique, integrated strategies tailored to your business needs.
• Accounting: We translate your financial data into actionable insights to optimize your business and help drive success.
• Payroll: Our premium, integrated solution simplifies logistical complexities into smooth operations for practice-wide efficiency.