Physician Planning

Our professionalscan help you with your charitable giving as a part of your financial strategy. If giving to a cause has been on your mind but you’re unsure of the best approach, consult with us today and we’ll help you make donations to a charity part of your personal financial strategy.

You work hard for your money, so it is important to strategize your plan in a way that allows you to save the most. There are potential tax savings strategies that could prevent you paying higher taxes than necessary. Managing your taxes now can help you save long into the future, making goals such as a second home or early retirement possible.

Retirement planning is crucial for physicians or other health care providers in order for them to stay on track and retire on time. Many careers only require 4–6 years of higher education, but the medical field requires so much more of an investment. While others can begin saving for retirement within years of graduating high school, individuals in the medical field can fall behind without proper planning. Our job is to help you address your finances in such a way that retiring on time is made possible.

Planning for the education of your children can be overwhelming, especially when you are still paying or have just finished paying off student loans of your own. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a funding strategy best suited to the needs of both you and your children. Talk to us about education funding today.

You would not be where you are today if it were not for hard work and years of education. Unfortunately, your education most likely left you with a hefty debt, as well. We want to help you manage that debt in such a way that paying it off becomes not only possible, but also easy. As you look to the future, you should be excited, not worried. As you look back at your education, you should be grateful, not regretful. Our debt management programs will help meet your objectives so that your career, not your debt, can be the center of your focus.

Unexpected adverse events can happen at any time. Permanent life insurance provides death benefit protection, creditor protection in certain states, , the ability to accumulate cash value and safeguard the transfer of policy proceed to your beneficiaries such as your children and grandchildren. We can help you figure out which course of action is right for your specific situation and objectives.

No health care office can run smoothly without the help of administrative staff, managers, nurses, physician’s assistants, and other staff members. This team is what keeps patients satisfied, schedules complete, and priorities in order. Benefits, such as medical and dental insurance and paid leave help ensure that your employees are dedicated to staying with your practice. Our job is to help you decide which benefits are best for your practice.

With so many possibilities available today, picking the right one can be a complicated and frustrating task if attempted alone. A plan can make or break your business and your personal reputation, depending on its coverage. The right plan can protect you, your assets and your name in case of error or liability, whereas the wrong plan can permanently damage your practice. Our advisors specialize in insurance and can assist you with choosing the correct type of coverage for your specialty.

If you are no longer able to work due to illness or injury, disability insurance can protects a portion of your income so that your family still has a reliable source of income. In addition to medical expenses, income is usually reduced or even terminated at the onset of an illness or injury. As the main provider for your family, you should strongly consider disability insurance if your spouse does not believe he or she could maintain financial stability with only one income. We can help you protect your current lifestyle and long-term goals.