Treat your retirement and finances as you would your health.
Get a review at least once a year.
Common Questions We Help Our Clients Navigate
Employed Physicians
do I pay off OR REFINANCE my student loan?
Which employee benefits should I choose?
How do I save for my first house?
do i need disability, long-term care, and/or life insurance?
How do I save for my children’s education?
How do i save for retirement?
How do I support my parents?
Independently Practicing Physicians
IN ADDITION TO THE QUESTIONS EMPLOYED PHYSICIANS MAY ASK;
SHOULD I CREATE A SEPARATE ENTITY FOR MY PRACTICE?
How CAN I FULLY utilize tax-advantaged accounts?
How do I prepare my practice for events that i unexpectedly lose a key employee?
How can i plan a seemless business succession?
Since financial circumstances may change rapidly and unpredictably, we must prepare ourselves to adapt to them promptly and appropriately.
“Americans who are age 55-64 have only saved 12 percent of what they need to fund a secure retirement.”