Our team of experts is dedicated to helping you achieve your financial goals while living the lifestyle you desire.
As a national practice, our firm serves clients all over the United States.
Whether you're managing student loans, contemplating business decisions, or planning for retirement, financial uncertainties are common. Our team provides tailored guidance to address your specific challenges, from debt management to investment strategies, helping you achieve greater financial clarity and confidence. Let us help you navigate your financial journey and ensure you're on the right path toward your goals.
Our typical client has complex planning needs, values the depths of our team’s expertise, wants to build a relationship, and desires one partner to handle everything.
Resident/Fellows
Focused on supporting residents/fellows like yourself, we comprehend the array of choices and challenges you encounter, offering insights from real-life scenarios of our clients and connecting you with the resources necessary to navigate each decision effectively.
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Private Practice Owners/ Self Employed 1099
Dedicated to supporting private practice owners and self-employed medical professionals, we understand the distinct hurdles you confront, such as managing cash flow fluctuations, navigating insurance billing complexities, and optimizing practice efficiency. Leveraging our expertise and insights from similar clients, we provide tailored solutions to address these challenges head-on, empowering you to achieve financial stability and growth in your practice or business.
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Attending Physicians/Specialist
Specializing in serving attending physicians and specialists, we recognize the unique obstacles you encounter, including complex tax implications, retirement planning intricacies, and balancing patient care with administrative responsibilities. Drawing from our experience and insights gained from clients in similar positions, we offer personalized strategies to help you navigate these challenges effectively and optimize your financial well-being while focusing on delivering exceptional patient care.
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High Net Worth/Retirees
Catering to high-net-worth physicians and retirees, we understand the nuanced challenges you face, such as wealth preservation, legacy planning, and navigating complex investment options. Leveraging our expertise and insights from similar clients, we offer tailored financial strategies to help you protect and grow your wealth, ensuring a comfortable retirement and leaving a lasting legacy for future generations.
Learn MorePhysician’s Financial Wealth Journey
- Financial challenges and considerations for aspiring medical students.
- Understanding the costs of education and potential debt.
- Strategies for financing medical education: scholarships, grants, loans, etc.
- Setting a solid financial foundation before entering medical school.
- Creating a budget and saving for educational expenses.
- Overview of the financial aspects of medical education.
- Managing student loans during medical school.
- Part-time work or side hustles to mitigate expenses.
- Establishing a budget and maintaining financial discipline.
- Exploring loan repayment options, such as income-driven repayment plans.
- Understanding the financial challenges during residency and fellowship.
- Budgeting and managing limited income.
- Taking advantage of loan forgiveness programs for eligible physicians.
- Starting to build an emergency fund and contribute to retirement accounts.
- Exploring disability insurance to protect against potential income interruptions.
- Managing the increased income responsibly.
- Prioritizing financial goals: paying off debt, building an emergency fund, etc.
- Retirement planning and investment considerations.
- Utilizing tax-advantaged retirement accounts (e.g., 401(k), IRA) to maximize savings.
- Considering additional investments, such as taxable brokerage accounts.
- Assessing progress toward financial goals.
- Implementing tax-efficient strategies for high-earning physicians (e.g., tax-loss harvesting).
- Saving for major life events: homeownership, children's education, etc.
- Exploring 529 plans or other education savings accounts for college funding.
- Reviewing and adjusting insurance coverage, including life and disability insurance.
- Evaluating readiness for retirement.
- Succession planning for practice owners or considerations for hospital-employed physicians.
- Optimizing retirement accounts and investments for a smooth transition to retirement.
- Long-term care and estate planning considerations, including wills and trusts.
- Exploring charitable giving and legacy planning options
- Understanding various retirement income streams, such as Social Security and pensions.
- Managing withdrawals from retirement accounts and optimizing tax efficient strategies.
- Rebalancing investment portfolios for a sustainable retirement income.
- Ensuring adequate health insurance coverage during retirement.
- Continually monitoring and adjusting the financial plan as circumstances change in retirement.
- Financial challenges and considerations for aspiring medical students.
- Understanding the costs of education and potential debt.
- Strategies for financing medical education: scholarships, grants, loans, etc.
- Setting a solid financial foundation before entering medical school.
- Creating a budget and saving for educational expenses.
- Overview of the financial aspects of medical education.
- Managing student loans during medical school.
- Part-time work or side hustles to mitigate expenses.
- Establishing a budget and maintaining financial discipline.
- Exploring loan repayment options, such as income-driven repayment plans.
- Understanding the financial challenges during residency and fellowship.
- Budgeting and managing limited income.
- Taking advantage of loan forgiveness programs for eligible physicians.
- Starting to build an emergency fund and contribute to retirement accounts.
- Exploring disability insurance to protect against potential income interruptions.
- Managing the increased income responsibly.
- Prioritizing financial goals: paying off debt, building an emergency fund, etc.
- Retirement planning and investment considerations.
- Utilizing tax-advantaged retirement accounts (e.g., 401(k), IRA) to maximize savings.
- Considering additional investments, such as taxable brokerage accounts.
- Assessing progress toward financial goals.
- Implementing tax-efficient strategies for high-earning physicians (e.g., tax-loss harvesting).
- Saving for major life events: homeownership, children's education, etc.
- Exploring 529 plans or other education savings accounts for college funding.
- Reviewing and adjusting insurance coverage, including life and disability insurance.
- Evaluating readiness for retirement.
- Succession planning for practice owners or considerations for hospital-employed physicians.
- Optimizing retirement accounts and investments for a smooth transition to retirement.
- Long-term care and estate planning considerations, including wills and trusts.
- Exploring charitable giving and legacy planning options
- Understanding various retirement income streams, such as Social Security and pensions.
- Managing withdrawals from retirement accounts and optimizing tax efficient strategies.
- Rebalancing investment portfolios for a sustainable retirement income.
- Ensuring adequate health insurance coverage during retirement.
- Continually monitoring and adjusting the financial plan as circumstances change in retirement.