The Prescription for Financial Wellness
You may be a seasoned medical professional wanting to evaluate your retirement plans, a physician in a group that wants to protect your assets and maximize your wealth, an owner of a practice that requires a comprehensive business plan, or perhaps a new Doctor wanting to develop a financial plan.
No matter where you are in life our financial planning process is designed to help prioritize your goals, protect your important assets and grow your wealth.
Our services include:
Retirement and Education Funding
- Education savings plans
- IRA's, Roth IRA's, SEP's, Simple IRA's, 401(k) plan, Profit Sharing plans, Pension plans
Investment Management
Business Retirement Planning
- Plan Design Coordination
- Participant Education
- Plan Implementation
- Performance Reporting
Benefits Planning
- Review and maximize your benefits in your practice
- Coordinating your financial plan with your company benefits plans
Tax Planning
- Tax strategies for medical professionals
- Understanding the Alternative Minimum Tax (AMT)
Risk Management Strategy
- Protect your assets and retirement with an Umbrella Policy
- Doctor Disability Insurance
Financial Planning
