Planning for Physicians


Since 1999 we have been helping physicians and other medical professionals plan for their future. We design planning strategies uniquely tailored to the needs of doctors because we understand the challenges they face and the solutions that can help them gain confidence in the road ahead.

We take care of those who take care of others.

Medical professionals often struggle with unique financial challenges. The cost of education is extremely high, meaning most enter their profession with a sizable amount of debt and a negative net worth. You may be highly compensated once you finish your training, but how will you balance student debt repayments with contributions to your retirement accounts? And how can you maximize the advantage of tax deferred savings and other wealth accumulation strategies while minimizing income taxes?

We help medical professionals navigate these financial challenges throughout their careers. Rather than spend their time mastering the finer points of personal finance, our guidance can provide more time to pursue other passions or hobbies and enjoy their families.


Do you have a coordinated investment strategy? How are your investments performing? Are you paying unnecessary hidden commissions and fees? For our investment philosophy click here.


Tax Planning

How do you position your assets as you build wealth to minimize taxes? Do you have a proactive way to manage your tax liability?


Cash Flow & Debt Management

Have you created a budget? Is it working for you? Are your saving/spending targets realistic and in line with your goals? Do you have a plan for eliminating debt? How do you prioritize debt? How do you finance a wedding, vacation home, or large purchase? Should you buy or lease a home or car? When should you consider refinancing?


Student Loan Planning

Should you pay off loans or invest? What is your plan for repayment? How can you maximize PSLF? Are you filing for employment verification? Are you staying up to speed on new repayment options for PSLF? What about PSLF and tax planning? Have you considered refinance?


Education Planning

What’s your plan for education funding for your children/grandchildren? Which education funding vehicles are best for you? Are you on pace to achieve your goal?


Employee Benefits

Should you review your employee benefits each year? Are your benefits incorporated into your financial planning? Which benefits should you utilize and how do you structure them?


Estate Planning

Should you create a will, trust, power of attorney, or living will? How do you organize your estate planning to minimize the burden on your loved ones?


Retirement / Financial Independence Planning

How much money will you need to be financially independent? Are you currently on pace to meet your wealth accumulation goals for retirement?


Risk & Insurance Planning

Do you have enough insurance? How often should you be shopping for your insurance coverage? Are your premiums too high? Do you have the right type of coverage?


Advisor Coordination

When should you hire other advisors? When should you get a second opinion? Are your advisors working together on your behalf? Who is the quarterback of your financial team? Who is holding you accountable?


Contact us today to get started

We provide a complimentary discovery call to all who wish to learn more about what we do and how we serve our clients. It gives us the opportunity to learn more about your unique circumstances and how we may be able to help you achieve your goals.


Resources for Physicians

Our planning guide, advisor checklist and monthly blog can help you get organized and feel more confident about your career, your practice, your retirement and your life.


Let's Have a Conversation

Our Initial Discovery Phone Calls are complimentary and provide the opportunity to get acquainted, discuss your questions, concerns, objectives and current situation and determine if our team and your pursuits are the right fit.

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    (336) 760-4829

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