Strategic Planning For Healthcare Professionals

Healthcare Professionals

A.T.Financial Group and our president Amy Tong has over 15 years of expertise in providing financial solutions to professionals in the healthcare industry.

Since 1997, Amy has been hosting different seminars for dentists, doctors and other health care professionals in which she provides information on disability and critical illness insurance as well as wealth management and tax planning solutions.

In order to offer a holistic approach to financial planning, Amy is working closely with a team of professionals, including lawyers, accountants, wealth consultants and tax specialists, in each of the following areas:

  • Private Health Services Plan
  • Retirement Compensation Arrangement
  • Employee Profit Sharing Plan
  • Health and Welfare Trust
  • Individual Pension Plan
  • Corporate Insured Retirement Plan

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