Our Clients
210-735-4000
8000 IH 10 West, Suite 1500
San Antonio, Texas 78230
How may we serve you?
SENSUS Wealth is dedicated to transforming wealth management for the benefit of investors by serving clients with a common sense approach. In addition to our value and experience, we employ the most advanced technology available within the industry to provide and monitor solutions to life’s planning issues now and in the future!
Physicians
1. Owner or employed? If owner, structure i.e. Sole proprietorship, LLC, etc. If both, refer to the business owners procedural process.
2. Owners are subject to all of the considerations listed under Business Owners.
3. Income, Cash Flow, and Tax Level – The category, in this case, “Physician” does not automatically give enough information for an accurate financial analysis. Three years of tax returns should be used.
4. Description of education, training, specializations, credentials, experience, etc., is needed.
5. Estimated advances in future qualifications and income, etc.
6. Increased risk management needs.
7. If not a business owner, the estate preservation and personal financial planning are considered.
Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.