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.

Contact Us Today

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.

Lets Connect

Experience the Vision 7 Advisory difference tailored to the specific needs of dentists, physicians, or veterinarians. Contact us for a consultation today.