You spent years in training to become a doctor, investing countless hours of your time and taking on significant debt, all so you could help people live their best lives. Now that you’re practicing medicine and taking care of your patients, we believe you deserve to enjoy the fruits of your labor and achieve financial clarity, confidence and peace of mind.
How success is defined is different for everyone, and it’s our job to help you clarify what it means to you and use creative financial strategies to help you get there. Some of the specific services and solutions that we commonly provide to our physician clients include:
Student Loan Repayment Plans
Asset Protection
Life Insurance
Tax Minimization Strategies
Executive & Employee Benefits
Social Security Strategies
Portfolio Checkups & Optimization
Wealth Management
Charitable Gifting Strategies
Budget Development
Debt Management
401K/Sep IRA/Defined Benefit
Transition to an independent contractor
Short and Long Term Disability Insurance
Retirement Planning
Estate Planning
Higher Education Planning
Major Purchase Decisions
Business Succession
Generational Financial Partners | Helping Physicians plan for today, plan for tomorrow, plan for generations…