Ian Rose

Ian Rose has accumulated over 19 years of financial planning expertise within the healthcare sector, focusing on collaborating with surgeons from various specialties to establish, oversee, safeguard, and allocate wealth.

His firm specializes in creditor and asset protection, tax-efficient distribution, group benefits, and wealth strategies, offering tailored assistance to private practices on aspects like buy/sell agreements for partners, disability buyouts, pension creation, and effective practice management.

Catering to a nationwide network of surgeons, many of whom are affiliated with prominent medical organizations such as AAOS, AANS, CNS, SMISS, SNS, NASS, EOA, SOA, WOA, ICJR, MASES, and ACESS, Ian Rose's firm provides localized advice and recommendations by harnessing their expertise across all states.