Continued eduction from our team.
Check out the latest content from Florida Veterinary Advisors.
August 2021 White Paper
The business was looking for retention plans, and it all started with the 401(k) We were introduced to a large landscaping company with around 100 employees to assist with implementing a retirement...
May 2021 White Paper
Case Study: How we saved a business owner $90k dollars in taxes when selling to an employee Many business owners have a desire to sell to an employee BUT… The problem is many people who are working...
April 2021 White Paper
Overview: A business owner we worked with wanted to retire in 5 years. This owner was incredibly busy running their business (not working on the business) and most profits were being reinvested to...
3 Hard Lessons I’ve Learned as a Workaholic
Hi, my name is CJ and I am a workaholic. I want to have the BEST homelife. I want to have the BEST business. I want to have the BEST friendships. I want everyone to believe I am the BEST. The only...
7 common financial mistakes practice owners make
Originally posted on dvm360 at https://www.dvm360.com/view/7-common-financial-mistakes-practice-owners-make. If you’re considering practice ownership, here’s what you need to know to help you...
The Last Love Letter You’ll Ever Write
I lost my father when I was 18. It took me 9 months to admit how deeply it affected me. I've still not fully recovered although, I am not sure someone ever recovers from a loss so great. He was a...
Are You Recruiting, Rewarding, or Retaining Your Employees?
Interested to review your benefits or provide them for employees?Contact Isabel Kane at 813-289-3632 or ikane@westshorefinancial.com to schedule a complimentary meeting. There are three...
Group, Association, or Individual Disability Coverage?
Do you want to review your current coverage or look at your options?Contact Isabel Kane at 813-289-3632 or ikane@westshorefinancial.com to schedule a complimentary meeting. All long term disability...
(VIDEO) Don’t Get Crushed by Your Veterinary School Loans
The 3 Triggers to Disability
The devil is always in the details. Do you want to review your current coverage or look at your options? We can help. A big decision that Veterinarians make when graduating is to purchase the right...