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Before you dive in—make sure your team isn’t missing a critical first step in protecting your revenue. Check out our free guide on Eligibility & Billing Verification to prevent costly claim denials before they happen.
In this episode of NatRevMD, Dr. Heather Signorelli chats with Omar Morillo, Certified Financial Planner and founder of Imperio Wealth Advisors, about how physicians can protect their assets, save on taxes, and plan for the future.
They dive into smart business structures, asset protection, pension plans, and estate planning—the often-overlooked essentials that keep your hard work secure.
If you’re a healthcare professional looking to strengthen your financial foundation and safeguard your legacy, this episode is a must-listen.
🔗 Learn more: imperiowealthadvisors.com
By NatRevMD5
2121 ratings
Before you dive in—make sure your team isn’t missing a critical first step in protecting your revenue. Check out our free guide on Eligibility & Billing Verification to prevent costly claim denials before they happen.
In this episode of NatRevMD, Dr. Heather Signorelli chats with Omar Morillo, Certified Financial Planner and founder of Imperio Wealth Advisors, about how physicians can protect their assets, save on taxes, and plan for the future.
They dive into smart business structures, asset protection, pension plans, and estate planning—the often-overlooked essentials that keep your hard work secure.
If you’re a healthcare professional looking to strengthen your financial foundation and safeguard your legacy, this episode is a must-listen.
🔗 Learn more: imperiowealthadvisors.com

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