We have decades of experience serving physicians. We have helped physicians throughout their career beginning in medical school through retirement. To name just a few of the issues that we help physicians navigate:
Student loan repayment
Public service loan forgiveness
Do I have the right disability insurance?
Maximizing my employer-provided benefits
Am I on the right track for retirement?
How can I pay less in income taxes?
Drawdown strategies in retirement
Charitable giving strategies to impact causes important to you in a manner that is most beneficial to your family
We help physicians understand their employer-provided benefits so that they maximize their benefits and take full advantage of them. We work with the physicians’ HR departments to make sure the physician fully understand the benefits that are being provided for them. For business owner physicians, we do a comprehensive review of their business and family finances seeking to uncover new opportunities to reduce taxes or increase business perks provided to the owner. It is always exciting to show a business owner how to save tens of thousands of dollars in taxes!