Working with Veterinarians

At Square Focus Wealth Strategies, we know veterinarians and owners of veterinarian practices have unique financial needs. From finding the right retirement plan for your practice to ensuring you have the proper financial plan and protection strategies in place, we are here to help with it all.

Through our work with veterinarians and owner of veterinarian practices, we are aware that your finances differ from other professionals and business owners, so our team has dedicated ourselves to providing you with the knowledge and resources tailored specifically to your financial situation. Not only do we take the time to fully understand your needs, goals and entire financial picture, we are also a part of AVMA. Our involvement with AVMA helps us ensure that we are offering the best strategies, products and solutions to professionals in your field. Learn more about AVMA.

We can assist in the following areas:

  • Retirement Plan Options
  • Employee Benefits
  • Retirement Income Planning
  • Education Planning
  • Debt Management
  • Asset Protection
  • Disability Income Insurance