Medical Professionals
Providing tax efficient retirement strategies for health care professionals backed by studies
such as those from Wade Pfau, PhD, CFA.
Debt Paydown and Budgeting
You would not be where you are today if it were not for hard work and years of education.
Unfortunately, your education probably came at a high price, in the form of student loans.
We want to help you address your obligations in such a way that paying them off becomes a
reality. Our financial strategies will help meet your objectives so that your career, not
your debt, can be the center of your focus.
Asset Protection
Unexpected adverse events can happen at any time. Permanent life insurance provides death
benefit protection, creditor protection in certain states, the ability to accumulate cash
value and safeguard the transfer of policy proceeds to your beneficiaries such as your
children and grandchildren. We can help you figure out which course of action is right for
your specific situation and objectives.
Retirement Planning
Retirement planning is crucial if you’re a physician or medical professional and looking to
maintain your lifestyle. We’re here to help you navigate all the moving parts including
strategies to maximize your pension, plan for income taxes in retirement, investments,
social security planning, Medicare planning, long term care, legacy planning, and more.
Education Planning
Planning for the education of your children can be overwhelming, especially when you have
just finished paying off student loans of your own. Our team of professionals is prepared to
work with you to take into account factors such as tuition growth, risks involved, taxes,
and more, to create a plan best suited to the needs of both you and your children. Talk to
us about education funding today.
Charitable Planning
Our professionals can help you with your charitable giving as a part of your financial
strategy. If giving to a cause has been on your mind but you’re unsure of the best approach,
consult with us today and we’ll help you make regular donations to a charity part of your
personal financial strategy.
403b/401k Rollovers
When you leave a job or retire, you have a decision to make regarding your 403b/401k money.
While leaving those assets in the former employer's plan is an option, a rollover can be a
consideration. Working with your tax advisor, we can help you determine the right course of
action for you. This may include: leaving the funds in your existing plan, if permitted, or
rolling them into your new employer's plan, if one is available and rollovers are permitted.
Each choice offers advantages and disadvantages, depending on your specific needs and
retirement plan, such as the desired investment options and services, applicable fees,
expenses, and withdrawal options, as well as required minimum distributions and tax
treatment of applicable options.
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