Case Studies

The Client Name Dr. Jordan D. Frey, MD Specialty Plastic Surgery Location Buffalo, New York Business/Platform: Founder, The Prudent Plastic Surgeon Dr. Jordan D. Frey, MD, is a board-certified plastic surgeon based in Buffalo, New York. As the founder of The Prudent Plastic Surgeon, he combines his medical expertise with a passion for financial literacy, […]

Jeff and Trisha are a couple with two kids living in California. When they came to Cerebral for advice, Jeff had recently changed from doing W-2 work to running his healthcare business as a full 1099 independent contractor. Jeff already had a strong feeling he was paying too much tax. He had all kinds of

When David reached out to Cerebral for help, tax planning became more than just saving money. He was able to walk away with a long term financial plan. David had never had a tax conversation that focused on his individual needs. An internal medical Physician and family man, he wanted to find an expert who