For Physicians

Unique fact patterns require unique strategies


As a doctor, you may have started your career late due to extensive schooling and may want to end your career early due to the high-stress nature of the work. You may come to us as specialty physicians in mid-career with significant income and aggressive savings goals. You want to achieve your financial goals while maintaining an active lifestyle that includes dining out and travel. You may want to address your concerns in these areas:

  • Optimizing cash flow to maintain lifestyle and accumulate assets
  • Minimizing taxes as an element of optimizing cash flow
  • Saving aggressively for retirement due to shortened time to save
  • Protecting assets already accumulated
  • Navigating the changing healthcare environment