FINANCIAL PLANNING FOR HEALTHCARE PROVIDERS

Financial planning and investment management for your unique situation

Financial planning for nurses, technicians, dentists, physicians, and veterinary doctors is a specialized area of practice. It requires an in-depth understanding and knowledge of the healthcare industry’s unique financial challenges.

FINANCIAL PLANNING OPPORTUNITIES

A comprehensive financial plan that addresses your specific situation may include

Income tax planning
Risk management
Business practice planning and analysis
Debt management and student loan planning
Financial statements
Retirement planning
Employee group benefits planning
College planning for your loved ones
Financial contract review
Estate planning
Wealth management
Philanthropy and legacy planning
Insurance planning
Investment management
Asset protection planning

We're happy to discuss your particular retirement planning needs with you.

WHY FINANCIAL PLANNING FOR HEALTHCARE PROVIDERS IS DIFFERENT

Members of the medical field face unique financial challenges when it comes to their planning. Because of the earnings time gap from a delayed entry into the workforce, and the challenge of paying back hefty student loan debt, you need professional financial advice that covers mid-life household and family expenses, while helping to ensure you avoid a shortfall at retirement. By having clients who work in the industry, we have direct experience with the often complicated benefits and compensation packages. Plus, we understand and work around how busy your schedule can be.

STRATEGIES FOR YOUR PRACTICE

You may also need business planning for your practice, or you may need a combination of both personal and business planning. We work with nurses, technicians, physicians, dentists, veterinarians, executives, and other healthcare providers by helping them simplify the financial complexities of their lives, whatever their goals and career stages. As your personal CFO, we partner with you to create a personalized plan that adapts with you as your life and career advance, or as your practice grows.

HELPING HEALTHCARE PROVIDERS LIVE MORE AND WORRY LESS

As we apply our proprietary 3P Approach© to financial planning, we address all stages of a healthcare provider’s career, from its beginning, through mid-career challenges, retirement, and even exiting a practice. As your life unfolds, our 7 Pillars of Financial Success address each stage to help you secure the resources you need to leave a legacy and enjoy a comfortable retirement. With our experience in this niche market, we help physicians put their financial lives together, so you can spend your time focusing on what matters most to them.

We also offer additional information on related topics in our financial planning guides and through our blog articles. With a dedicated team of professionals, we are always available to answer your questions. Please let us know how we can be of service to you.

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