121: Chiropractic Wealth Management – with Todd Calamita
Todd Calamita is a Certified Financial Planner® and founder of Chiropractic Wealth Management. Together with his professional network, he helps those in the Chiropractic field address their five biggest concerns: preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets are not unjustly taken; and charitable giving.
Todd uses a consultative process to gain a detailed understanding of Chiropractor's and their family’s deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs. Successful chiropractors work with Todd to:
- Develop and implement a comprehensive wealth management plan that will help them achieve their financial dreams
- Make smarter decisions in today’s uncertain political, economic and social environment
- Obtain an independent second opinion from a top financial advisor who specializes in serving chiropractors
Todd has been helping individuals, families and business owners make smart decision with their money for almost 20 years. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide-ranging personal finance topics, from taxes to retirement accounts. Todd has also been featured in a Financial Bootcamp TV series. His next book, addressing the top financial challenges of chiropractors, is due out in early 2018.
He lives in Charlotte, North Carolina with his wife, Teresa, and their two sons.
www.chirowealthmanagement.com.
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