Physicians

One of our areas of expertise is working with physicians. Our initial process beings with a meeting to identify your goals and gather relevant financial information. If we decide to get back together then we would prepare a planning analysis for you that will outline solutions to help you accomplish your financial goals. We can help all positions with their planning in different stages of their lifetime. When you first start residency, we can help you with your student loan options, understanding benefits, protecting your income with disability insurance, and beginning to accumulate wealth. As you become more established, we focus on continuing to pay down debt, accumulating wealth tax-efficiently, investment planning, retirement strategies and risk management planning. For doctors that are approaching or are in retirement, we provide financial guidance on wealth distribution strategies, investment management, long-term care planning and basic estate planning.