Broker Check

Physicians and Professionals

 Physicians / Professionals Image

As a working physician and professional, you recognize the ever advancing world and the diligence required to stay current with new research. We apply the same principles to your planning as we consistently seek to ensure your financial wellness. 
 
Your plan needs both a big picture view and detailed care, just like your patients’ needs. As we concentrate on your specific goals, we can work together to provide quality value for your lifestyle. When we understand you, we can help you build customized strategies to achieve your life vision while respecting and working within your monetary constraints.
 
The longer our relationship with you, the more effective we are in helping you to work toward maximizing your income for retirement. That’s why we encourage starting early. Some strategies take longer than others so we encourage you to ensure your options are open.

 

How we serve Physicians:

 

  • Financial organization
  • Debt management
  • Home buying decisions
  • Budgeting
  • Employee benefits evaluation
  • Insurance review and implementation
  • Investment planning and management
  • Tax strategies*
  • Estate planning*
  • Ongoing monitoring 
     

Transition to Retirement:

  • Financial organization
  • Lifestyle planning
  • Retirement income assessment
  • Risk management and insurance
  • Tax strategies*
  • Estate planning*
  • Ongoing monitoring
*Consolidated Planning will work in consultation with your CPA and estate planning attorney.