Tax Strategy
The Small Business Doctor, Inc.
Financial Advisor, Accountant & Tax Professional
Contact: Ken May
30 years of financial advising with a mission of making financial well-being achievable for everyone — including healthcare practice owners.
Best for
Small business owners, medical practice owners, and healthcare professionals seeking holistic financial planning and tax guidance
Primary outcomes
Financial clarity, reduced tax burden, protected assets, and a clear roadmap to long-term financial well-being
Timeline & Engagement
Initial financial assessment followed by an ongoing advisory relationship tailored to your goals
What they help with
Ken May has been a practicing financial advisor, accountant, and tax preparer for 30 years. He became securities licensed in 2006 to help clients with their investments. Ken's mission is straightforward: financial well-being is for everyone, and anyone can learn the principles used to build lasting security.
- Investment planning and portfolio management
- Insurance and risk protection strategies
- College funding planning
- Elder law and long-term care concerns
- Retirement rollovers and wealth building
- Tax preparation and financial education workshops
Services and Scope
Investment Planning
Securities-licensed investment advice tailored to your financial goals and risk tolerance.
Insurance
Insurance solutions to protect your income, assets, and long-term financial security.
College Funding
Strategic planning to fund education without derailing retirement or business goals.
Elder Law & Long-Term Care
Planning for elder care needs, long-term care concerns, and Medicaid considerations.
Retirement Rollovers
Guidance on rolling over retirement accounts and building long-term wealth responsibly.
Tax Preparation & Workshops
Individual and small business tax preparation along with financial literacy workshops for practice owners.
Background & Credentials
Ken May has been a practicing financial advisor, accountant, and tax preparer for 30 years. He became securities licensed in 2006 so he could help people with their investments. Ken operates with a philosophy shaped by integrity, education, and a belief that financial well-being is an achievable goal for everyone.
Ken’s approach centers on getting to know each client’s specific situation — their goals, their worries, and their financial starting point. He meets with clients over coffee, asks the right questions, and builds a personalized roadmap rather than offering cookie-cutter advice. On the rare occasion he truly cannot help someone, he says so. Everyone deserves that courtesy.
Many of Ken’s long-term clients have become more like friends — a natural result of the trust and integrity he brings to every relationship. He is a frequent guest on local radio interviews and remains committed to educating anyone who wants to learn.
Professional Credentials
- 30 Years of Financial Advising Experience
- Securities Licensed (2006) — Capital Financial Services, Inc. (FINRA/SIPC)
- Accountant & Tax Preparer
- Financial Workshop Facilitator
- Radio Interview Guest — WGDN 103.1 FM & WKJC 104.7 FM
How to get started
All inquiries are coordinated through Practice Care Plus to ensure the right fit and a smooth introduction.
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All introductions are handled by Practice Care Plus
Securities and investment advice offered through Capital Financial Services, Inc. Broker/Dealer Investment Advisor FINRA/SIPC. Investment and insurance products are not FDIC insured, not bank guaranteed, and may lose value.