At Physician’s Wealth Solutions, our greatest desire is for you to live your best life by having financial peace of mind, clarity, and confidence throughout your journey. We have devoted our professional career to serving physicians across the country. We’ll work with you to define where you want to be, implement your comprehensive plan to help you get there, and keep you on track through every twist and turn. Some of the common services we specialize in include:
COMPREHENSIVE FINANCIAL PLANNING
Our team builds your customized retirement distribution plan starting with the foundation of meeting essential expenses with customized retirement distribution plan that accounts for your income needs and helps you to enjoy retirement. This strategy allows you to feel confident about your future and ultimately encourages you to spend confidently, live more and give more.
RETIREMENT DISTRIBUTION PLANNING
Our team builds your customized retirement distribution plan starting with the foundation of meeting essential expenses while planning for income streams in retirement and discretionary income to help you enjoy retirement. This strategy allows you to feel confident about your future and ultimately encourages you to spend more, live more and give more.
TAX-EFFICIENT PLANNING
Factoring the tax code in to implementation of tax efficient strategies, efficient asset location, charitable gifting, estate planning and tax-bracket management are central to our wealth management philosophy.
INVESTMENT PORTFOLIO MANAGEMENT
We act as your fiduciary when managing investments in our advisory programs. Our active/passive investment philosophy is built on a goals-based investment strategy, tailored to your financial plan and implemented through a low-cost, tax-efficient global asset allocation process.
LEGACY & CHARITABLE STRATEGIES
Charitable planning allows you to support the philanthropic causes you’re passionate about while potentially reducing your tax obligation. We will help you design a charitable giving plan that is aligned to your goals and values and leverages things like donor advised funds, family foundations and gifting appreciated assets.
ADVISOR COORDINATION
Wealth management and financial planning requires a well-coordinated team. Being at the center of your financial journey allows us to collaborate with your CPA, attorney and other key professionals to help grow, manage, and protect what you’ve worked so hard to create.
BUSINESS PLANNING
We collaborate with business owners to help them solve their unique business planning needs, which include risk management strategies, qualified retirement plans, attracting, retaining and rewarding key employees, buy/sell and succession/exit planning. We also specialize in integrating their business and personal financial planning strategies.
EXECUTIVE COMPENSATION STRATEGIES
The success of most businesses comes from the intelligence, passion and hard work of their key people. We help our executive clients maximize their employer-provided compensation benefits including restricted stock, stock options, qualified retirement plans and non-qualified deferred compensation plans.
PROTECTING YOUR FAMILY
Protecting those you love and the life you have built is a cornerstone of wealth management. Your income-earning ability is one of your largest assets and should be protected in the event of premature death or disability. Our team will help you with disability planning to prepare for that possibility.
Financial Advisors and Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.