The Doctor's Wealth Preservation Guide - Softcover

Über die Autorin bzw. den Autor

Roccy M. DeFrancesco, Jr. is the President of Financial Management Group, LLC (FMG) and one of three principals of TriArc Advisors, LLC. Prior to creating FMG and Joining TriArc Advisors, he worked as the Director of Operations for Bloomington Bone & Joint Clinic and as practicing attorney in SW Michigan and NW Indiana specializing in estate planning, business, real estate, personal injury and family law.

Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices. Roccy is the Author of The Doctor’s Wealth Preservation Guide © and has authored a number of advanced cost savings and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, and Insurance Selling Magazine. He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner. He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal, Producersweb.com and CNBC’s Open Exchange Program.