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Jeremyi R. Sanchez, CFP®, RICP®

Founding Partner

Investment Professional and Certified Financial PlannerTM for Medical Groups and Individuals

I specialize in providing medical groups and individuals with solutions to help attain the financial success necessary for themselves, their families, and their business.

Not all deductions are created equal, therefore some businesses and individuals may have over looked options that can potentially reduce their tax liability while increasing deductible savings and employee retention, while reducing expenses. My team specializes in educating our clients of investment options beyond traditional strategies.

Core Competencies:

  • Potential Tax-Deductible Retirement Strategies beyond typical retirement plans*
  • Alternative Strategies for Equipment/Loan Financing
  • Accelerated Debt Repayment Strategies
  • Analysis & Optimization of Employer Benefits (401k plan, Key man, SEP IRA, etc.)
  • College Funding
  • Wealth Accumulation & Distribution Strategies
  • Capital Gains Tax Mitigation*
  • Individual Insurance Strategies (Life & Disability).
  • Wealth Accumulation with Tax Minimization Techniques*
  • Retirement Strategies
  • Comprehensive Financial Planning
  • Statistical Analysis of Investment Portfolio

Qualifications and Recognitions:

  • FINRA Series 6 – Investment Company
  • FINRA Series 63 – Uniform State Law
  • FINRA Series 65 – Investment Advisor
  • Licensed Life, Accident and Health Insurance Agent
  • 2015, 2016 Wealth Manager Award from Five Star Professionals*

*Specific tax consequences should be verified by your tax professional

**The FIVE Star Award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement the wealth manager by Five Star Professional or any other entity.