Financial Consulting for Doctors & Healthcare Professionals

Addressing the Unique Challenges of Doctors

People outside of healthcare don’t realize some of the unique financial circumstances doctors face. We’ve developed a team, the processes, and even the technology to address the financial health of our frontline healthcare providers.

Our community counts on you for the most critical of needs. You can count on us to simplify your financial life and build for a comfortable retirement.

No one probably told you about the financial challenges that go along with being a part of the medical community. You might be staring at the lifestyle gap and feeling that pressure, or deciding when and how to pay down that tremendous amount of student debt. Either way, we have developed a process and utilize a financial health tool that can optimize how you build wealth.

You might be getting close to hanging up the coat and aren’t sure whether you’ve saved enough, or how to turn your assets into tax-efficient retirement income vehicles. Maybe, you’ve built your own practice and want to protect your family from the ever increasing risk of healthcare litigation. Whatever it is, we’ve been through this many times and understand these challenges more than most.

It’s our honor to serve our clients in a fiduciary capacity, which simply means that our client’s interests must come before our own. Sound familiar? It’s the way you’ve been practicing medicine your whole life. You should expect the same from your financial team.

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As you are building wealth, we provide:

Comprehensive Investment Analysis

Comprehensive investment analysis, which accounts for not only your traditional financial assets, but also any real estate holdings, partnership interests, or other ventures.

Non-Qualified Deferred Compensation Plans

Evaluation of any Non-Qualified Deferred Compensation plans that your organization may offer, or that you may choose to operate as a physician/owner.

Financial Goal Planning & Milestones

Assistance in helping you plan to meet intermediate goals such as real estate purchases, children’s education, and any other milestones that are important to you.

Qualified Retirement Plan Maximization

Qualified Retirement Plan maximization—helping you take full advantage of the IRS contribution limits inside your company’s
retirement plan, and guidance on the right tax treatment for those contributions (Pre-Tax, or Roth, if available).

Financial Education

Education on asset protection, establishing trusts, and other contingency planning.

As you are nearing retirement, or in retirement, we provide:

Retirement Income/Distribution Planning

Comprehensive income/distribution planning, including advice on when to claim social security for you and your spouse (if applicable), strategies to minimize taxes, and portfolio construction designed to weather various market cycles throughout your retirement.

Estate Planning

Education on estate planning techniques and efficient asset transfer to the next generation, considering the various types of trusts, gift tax implications, and overall legacy planning.

Portfolio Management

Custom portfolio management services, taking into account highly appreciated positions that you may already have, or specific cashflows objectives that you need to meet.

Practice Succession Plan

Help in navigating the complexities of winding down your practice in a tax-efficient manner.

Charitable Planning

Charitable planning—we make sense of Donor Advised Funds, Private Foundations, gifts of appreciated assets, Qualified Charitable Distributions from IRAs, Charitable Remainder Trusts, and the various other tools at your disposal to maximize your support of the causes that you are passionate about.

Expand Your Knowledge

Easy-to-read articles about financial planning, wealth management, investment strategy, market trends and more.

Visit our Resource Library for additional articles.

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