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Attending Physicians/Specialists

As an attending physician or specialist, you've achieved a significant milestone in your medical career, and with it comes new financial responsibilities and opportunities. Managing your increased income responsibly and prioritizing financial goals, such as paying off debt and building emergency funds, are essential steps to secure your financial future.

Examples of Medical Professionals We Work With

  • Allergy
  • Anesthesiology
  • Cardiology
  • Critical Care
  • Dermatology
  • Emergency Medicine
  • Endocrinology
  • ENT
  • Family Practice
  • Gastroenterology
  • General Practice
  • General Internal Medicine
  • Geriatrics
  • Hematology
  • Hospitalists

  • Immunology
  • Infectious Diseases
  • Infertility
  • Naturopathic/Homeopathic Physicians
  • Neonatology
  • Nephrology
  • Neurology
  • Nuclear Medicine
  • OB/GYN
  • Occupational Medicine
  • Oncology
  • Ophthalmology
  • Orthopedics
  • Otolaryngology
  • Otology

  • Pain Management
  • Palliative Care
  • Pathology
  • Pediatrics
  • Perinatology
  • Physical Medicine/Rehabilitation (Physiatrists)
  • Proctology
  • Psychiatry
  • Pulmonary
  • Radiology
  • Rheumatology
  • Sports Medicine
  • Surgeons
  • Urgent Care
  • Urology

Questions Attending Physicians/Specialists Often Have

COMMON PAIN POINTS WE TREAT

  • What are the most tax-efficient ways to structure my income and investments?
  • How can I balance paying off debt, saving for retirement, and enjoying my income?
  • What are the best retirement planning options available to me, considering my high income and potential future changes in healthcare?
  • How can I protect my assets and minimize liability risks associated with medical practice?
  • What are the potential financial implications of changing medical specialties or transitioning to a different practice setting?
  • How can I navigate the complexities of medical practice acquisitions, partnerships, or buy-ins?
  • What strategies can I use to manage and optimize my investment portfolio to achieve long-term financial goals?
  • How can I effectively plan for the education expenses of my children while also saving for retirement?
  • What are the best approaches for estate planning and wealth transfer to ensure the financial security of my loved ones?
  • How can I maintain a work-life balance while also managing my finances and professional responsibilities?

Ways We Assist

Managing school debt options

High-income tax strategies

Safeguarding your income against disability to help ensure you can continue practicing medicine

Overcoming shorter time horizons to save for retirement.

Business transition planning

Estate Planning

Protecting your assets through strategic financial planning

We’ll answer all these questions and provide you with the resources and connections you need to take the stress off your shoulders. Specializing in professionals just like you we understand the options and decisions you are facing and can not only share real life examples of what some of our other clients have done but also connect you to all the resources to navigate each step successfully.

Illustration of Impact

We offer access to exclusive investment opportunities to enhance your portfolio's diversification.

We'll assess your need for medical insurance, disability insurance, life insurance, long-term care insurance, and umbrella liability coverage to provide comprehensive protection for both your personal and professional life.