Elevating Financial Success for Healthcare Professionals
Vision 7 Advisory is your strategic partner in achieving financial success, specializing in crafting tailored solutions for healthcare professionals. Founded by Eddie Ortega-Ghiglione, a seasoned expert with over two decades of experience in both healthcare and financial strategies, we understand the unique financial landscapes of dental, medical and veterinary specialties.
Tailored Solutions for Your Practice and Team
Retirement Solutions
401K Plans for Practice Groups and Individuals
SEP IRA
Simple IRA
Roth IRA
Traditional IRA
Estate Planning
Tax Planning
Legacy Planning
Investment Strategies
Specialized Portfolio specialized to you by a specific VAR Score
Actively Managed Portfolios
Passive Portfolios
Hedged Portfolios
Real Estate
Buying and Selling
Practice Transitions
Practice Valuations
Risk Strategies
Income Protection
Loan Protection
Life Protection
Asset Protection
HIRP Programs for leveraged tax free retirement (high net worth)
Personalized Financial Plans:
Our expertise extends to creating bespoke financial plans designed to meet the unique goals of healthcare professionals. Whether you’re a dentist, physician, or veterinarian we consider your individual circumstances and aspirations.
Strategic Investments:
Within the initial review, we help investors understand their risk threshold. We do this by deploying a Value at Risk (VaR) Analysis that helps us quantify attitudes toward financial uncertainty, specifically one’s emotional tolerance with respect to the magnitude and speed of potential investment loss.
This Analysis produces a VaR Score that is indexed on a scale from conservative to aggressive. The VaR Score can help us determine if the current portfolio aligns with the investor’s risk tolerance and provides insight as to whether changes to that portfolio are needed.
Risk Management:
Navigate uncertainties in your profession with confidence. Our risk management strategies are crafted to safeguard your financial future in the ever-evolving healthcare landscape.
Why Choose Us?
Personal Connection:
We believe in building personal relationships to better understand the nuanced financial goals of healthcare professionals. Your success is our priority.
Industry Focus:
With a specialized focus on dentists, physicians or veterinarians, we offer solutions that address the unique challenges and opportunities within your field.