Comprehensive, Fee-Only financial advice specifically tailored for health care professionals.
We know that as a medical professional, it is a challenge to balance the many elements of your busy life, including your practice, family, and finances. Because you don’t have time to devote to strategically managing your assets and planning your financial future, you need a trusted, Fee-Only adviser to act as your personal CFO. ACap Asset Management, Inc. will ensure that your financial assets are working as hard as you are.
Whether your goal is to create a budget to pay off education loans, save for the purchase of a home, establish or manage your SEP IRA, minimize taxes, or ensure your existing portfolio is balanced and in line with your goals, ACap will work to maximize your profits and eliminate anxiety.
Just as you help your patients achieve medical health, ACap Asset Management will help you achieve financial health.
ACap Asset Management, Inc. A Fee-Only wealth management firm.
How can I do socially responsible investing?
Socially Responsible Investing (SRI) is sometimes also referred to as Environmental, Social and Corporate...Read More »
How can I protect myself from rising interest rates?
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I just sold a house, how can I avoid paying taxes on the gains?
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Ara Oghoorian on "Your Money" with Kent Smetters - April 2018
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Ara Oghoorian Appointed to Board of Directors of Mission Valley Bancorp & Bank
Highly-Rated Los Angeles Certified Financial Planner (CFP®) and CPA Named a Director of San Fernando Valley...Read More »
WEBINAR: Group Health Insurance for Small Businesses
As your business grows, it's important to consider what employee-benefits you can and should offer. I...Read More »
ACap Rated "Top 10 Financial Planning Firm in Los Angeles" by AdvisoryHQ
ACap Asset Management has been ranked a Top 10 Best Financial Planning / Wealth Management Firm in Lo...Read More »
Self-Employed 401k Contribution Reminder
The 2017 deadline for self-employed individuals to fund their Individual 401k accounts is 12/31/2017. As a...Read More »
Individual Taxes Current Rule House (passed) Senate (proposed) Winners /...Read More »