Meet your personal and professional goals

Professionals, like you, are often too busy or preoccupied to plan for your own personal financial needs. Financial planning, one of the most important things you can do to protect your family and secure your future, gets pushed to the side while you tend to your patients’ well being. Yet, you want to protect yourself in case anything ever happens. You hope one day to own your own practice. You want your children to go to college, and you look forward to a comfortable retirement. You may have a special charity in mind, or possibly, you might have concerns about the long-term care of your parents. All these things are important considerations that require thought and planning. We can help you address all of them.

Retirement

After all your years of schooling, training and building a practice, you may have put off retirement savings and may need a smart and immediate strategy for accumulating wealth for your golden years.

Tuition

As a medical professional, you’ve spent a lot of hours studying and you appreciate the value of your education. It makes sense that you’d like to help your children achieve their own educational dreams.

Tax considerations

As a well-paid doctor, you have to be sensitive to tax issues and create strategies to maximize your savings and minimize how much you pay in taxes.

Disability

The nature of your profession requires that you have special insurance in case anything ever happens to jeopardize your ability to practice.

Liability

You already feel the pain of paying premiums for malpractice insurance and fixed reimbursements from managed-care programs, but you also face the same potential liabilities as other business owners.

Practice planning

If you run your own practice, you may find that cash flow management, maximizing return on working capital, hiring and managing employees, and financing equipment purchases increase in importance as your practice grows.

Estate planning

You’ve worked hard to achieve your status in life. It’s important to plan for your estate so more of your hard-earned assets are passed on to the people and charities you choose — and less to Uncle Sam.