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Mid-Career Physicians



MAXIMIZE YOUR FINANCIAL GROWTH WITH OUR FIDUCIARY FINANCIAL PLANNING FOR MID-CAREER physicians.

Say goodbye to the overwhelming feeling of managing your investments, savings, and family finances while juggling your busy medical practice management and retirement plans. Our Coordinated Financial Overview™ process is tailored specifically to mid-career physicians and designed to protect your assets while maximizing your growth. Let us help you achieve your financial goals.

SCHEDULE A CONSULTATION

OUR SERVICES FOR MID-CAREER Physicians

Our services tailored to the specific concerns of mid-career physicians, focused on Clarity, Confidence and Comfort:

Clarity

  • Retirement Planning
  • Tax Loss/Gain Harvesting
  • Estate Planning
  • Long-Term Care Review
  • Collaboration with Advisors (Tax/Legal/Insurance)

Confidence

  • Asset Location Strategy
  • Debt Payoff Strategy
  • Business Growth Planning
  • Investment Monitoring
  • Real Estate Analysis

Comfort

  • Work/Life Balance
  • Risk Management
  • College Planning for Kids
  • Second Home Analysis
  • Financial Independence Planning


Learn More

Want to know more? We get it! Learn more about our fee-only pricing structure and read the answers to many frequently asked questions right here.


866-333-4726 |