Financial & Retirement Planning for Optometric Practice Owners
Manage Cashflow
Reduce Taxes
Invest Prudently
Our calls are always relaxed and pressure-free. Guaranteed.
Why Practice Owners come to IPWM
Optometrists are passionate experts in their industry. But when it comes to their finances, they want an advisor that actually understands their business.
A Partner who:
Specializes in advising optometry practice owners
Makes recommendations that actually make sense for their business and their lives
Can help them use their practice to achieve financial independence
Where are you Now?
We help practice owners at every stage of their career.
Just getting started as a Practice Owner?
Established & want 1-on-1 help to grow your Practice?
Looking to sell your Practice but not sure where to start?
20/20 Money
The Podcast that helps optometrists plan life, on purpose
Subscribe to 20/20 Money on you favorite platform
What’s it like to work with us?
Think of us as your “Professional and Personal CFO”
We help you plan to grow your practice, step out of the day-to-day operations, or even prepare your business for sale…
Ready to take the first step?
It all starts with a casual conversation.
Our calls are always relaxed and pressure-free. Guaranteed.
About the IPWM team, Story & Values
Hear the IPWM Origin Story from the Words of the founder “Adam Cmejla”
We are…
We are legally obligated to make recommendations that benefit you, not us. We’re not here to sell products.
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.
We pride ourselves on providing the best service tailored to practice owners. We don’t need or want commissions.
*Source: www.cfp.net, www.cerulli.com
Case Studies
Take a look at these example Client Stories to see how we can help
On track to Financial Independence
Elizebeth has owned her private optometry practice for 10 years. Her practice is thriving, but she needs to know if she’s on the right track to gain financial independence as soon as possible…
From Overworked to Semi-Retired
Marcel’s 30+ year partnership in an optometric practice has served him well. He’s starting to think about retiring, but wonders if it’s too late to consult an expert on it…
A head start on Financial Success
Andrew knows the value in planning with an expert. But since he and his wife prefer a set-it-and-forget-it style of investing, they need someone they can trust absolutely with their assets…
(Please Note: These are examples. They do not represent a specific Integrated Planning and Wealth Management client and should not be considered a guarantee of results).
Get In-Depth Perspective on the Challenges & Opportunities Practice Owners Face
Our Learning Center is a Treasure-Trove of Life, Business & Financial tips
Check out some of our best episodes
Financial Planning
Selling Your Practice
Life Planning
Financial Organization
Policy Changes
Financial Independence
Not Ready To Schedule A Call Yet? That’s Okay!
Download Our Free Guide “The Ultimate Practice Owner’s Financial Planning Toolkit”
