Physicians
So you can focus on improving the lives and health of others
Whether you are in private practice, academic medicine, or the pharmaceutical and biotech industry, the medical industry is changing rapidly around you making it harder than ever to properly manage your increasingly complex finances. Our physician planning services are designed to help. We can:
Facilitate asset protection strategies for practitioners and high-income professionals
Design retirement income strategies that reflects changing reimbursement rates and compensation
Collaborate with your accountant, banker, and estate attorney on tax minimization, debt optimization, estate, wealth transfer, and charitable giving strategies
Create a holistic portfolio strategy integrating all of your accounts, including your company retirement plans
Helping you make the best decisions for your life
- Review employment and partnership contracts
- Develop exit and transition strategies for practice owners
- Review employee benefits, including plan elections and retirement allocations
- Assist with the day-to-day financial details that you may not have the bandwidth to manage so you can reduce your stress and increase your productivity
