Healthcare Professionals

Healthcare Professionals

Our firm has a deep tradition helping medical professionals with their financial planning and investment management. Many of our firm’s initial clients were physicians and specialists, and we’ve continued that tradition of serving medical professionals through the years. We recognize the particular needs and constraints healthcare professionals face…long work hours combined with managing the burden of medical school debt mixed in with concerns of how to develop your long-awaited career against the backdrop of a constantly changing landscape of healthcare reform. All of these factors make for a harsh climate to even begin to think about your personal finances. That’s where we can help.

Our financial advisors and investment specialists can help you in devising a financial management plan to help you identify your financial goals, whether you are newly graduated from medical school or have been working for the past few years in the practice of your dreams. We’ll offer guidance and a plan to help you meet your goals, anything from how to pay down your school debt, start saving for college or retirement or even protect the assets you currently have acquired.

Based on your needs, we also work with any of your external advisors, such as accountants and attorneys, to help develop strategic visions for your personal and professional investment portfolios. Some of our other services include:

  • Life, disability, and long-term care insurance need analysis
  • Tax planning
  • Retirement plans, including 401ks, profit sharing and defined benefit plans and how to maximize your assets within these plans
  • Estate Planning
  • Asset management and protection strategies

To get the process started, simply Contact Us and we’ll be in touch with you very soon!

Medical professionals spend their time helping others with little time left to take care of their own financial health.

Physicians are busy professionals, but still need to organize, protect and prepare for their future.

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