Broker Check

Oakwell PWM - San Antonio, TX

Medical Professionals

As a medical professional you devote much of your time and passion to serving other; because of your busy schedule, solid financial planning often takes a back seat. There are many items for you to consider financially and through our C.P.E. Process your Private Wealth Advisor will help you answer some major questions:  

  • Which legal business structure is most advantageous?  
  • How do I reduce my taxable income and increase my retirement savings beyond the basic 401k and profit sharing? 
  • How do I transition my business at retirement? 
  • How do I protect my business for myself and family? 
Experienced Advisor: 

Brian Boswell, CFP®