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Financial Planning for Medical Professionals

Much like medicine, the field of finance has been the subject of much scientific research and data, and should be approached with the same level of discipline and thoughtfulness. Making the most of your earning years requires a plan for addressing many of the following issues. Please contact us and we can discuss these and other topics to help support you and your medical practice.

Early Career Medical Professional - Residents and Associates

  • Comprehensive financial plan (personal)
  • Debt consolidation planning / repayment strategies
  • Insurance planning (personal)
  • Business planning / planning for future practice acquisitions
  • Investment / retirement planning

Mid-Career Medical Professional - Owners and Experienced Associates

  • Comprehensive financial plan (personal and practice)
  • Insurance planning (personal and practice)
  • Key person / bonus planning
  • Tax strategies
  • Investment / retirement planning
  • Education planning – children, grandchildren
  • Early estate planning
  • Asset protection planning
  • Practice benchmarking services

Late Career Medical Professional - Owners and Experienced Associates

  • Comprehensive financial plan (personal and practice)
  • Insurance planning (personal and practice)
  • Key person / bonus planning
  • Tax strategies
  • Investment / retirement planning
  • Retirement income / distribution planning
  • Estate planning
  • Practice valuation services
  • Succession / transition planning

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