Healthcare Professionals

Are you taking care of yourself and your family as much as your patients?

The physicians, dentists and other healthcare professionals we work with have unique and extraordinary skill sets to help their patients. Trust us to utilize our skill sets to give you financial peace of mind.

Here are some common themes we see with healthcare professionals when they first come to us:

You devote countless hours to your profession. Is your personal financial life as organized as your professional life?

You have experiences, beliefs, philosophies and goals that are unique. We’ll help you build your own personal financial plan around those core values while simplifying your financial life. You’ll feel better knowing you have specialists taking care of you.

Have you considered the difference between pre-tax and after-tax returns?

While gross returns are important, we believe it’s more important to focus on after-tax returns. As an individual in a high tax bracket, we will work to develop strategies that will allow you keep more of your investment returns. Let us show you strategies that will make your portfolio more tax efficient.

Do you have a high concentration of illiquid assets, such as personal and commercial real estate?

We will help you create a plan that considers all your assets and how they may impact your longer-term retirement goals. Let us give you the information you need to make the right decisions for you and your family.

Are you saving enough money to retire with the same lifestyle you have now?

You don’t want to alter your lifestyle in retirement but are you sure you’ll have enough saved and invested to see that reality? Let us run cash flow models to show you how you’re doing relative to your goals.

Are you taking full advantage of asset protection techniques?

Professional liability is, unfortunately, a critical issue for anyone in healthcare. While it is certainly important to properly set up your trusts and “fund the plan,” there are additional strategies you can employ. We will work with you to implement strategies in your personal plan to make sure your family’s assets are protected from professional liability.

How We Help

We'll use our state-of-the-art technology to create a custom financial plan for you. You’ll have your own personal financial website that shows your entire net worth on a single page. Your cash flow report will show you the impact of your financial decisions.

Have a plan in place that aligns your goals to your values and take control of your financial future.

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