put your financial plan into action
Over the past 10 years, our practice has exploded with medical professionals as clients. In some cases, we work with the majority of anesthesia groups in hospitals and medical centers. Our processes with medical professionals is very similar to how they operate with their patients.
Just like in the medical field, we explain the situation at hand, provide remedial options, treatments, implement the plan, and then continue to monitor the progress. We want to educate you on any issues and problems and provide you with the remedies to execute. No need to bog you down with all the details, but we will make sure that you understand and learn how to put your financial plan into action.
Employer Benefits
Whether you are a W-2 employee, 1099 independent contractor, or a locum professional, we advise medical professionals on their employer benefits, provide insurance analysis to make sure we have proper and adequate coverage, review all tax deductible advantage strategies, budget our high incomes properly, determine whether you should establish an LLC and file as 1099 or an S-Corp, and many more services.
Financial Literacy
Many medical professionals come out of medical school with a lot of debt and a lack of financial understanding, since financial literacy is not often taught in school. We understand that is a big challenge, but we are here to guide you and lead you in the right direction.
We Will Help Guide You
We will help you understand what your disability insurance definition of disabled really means. Do you have any occupation, modified own occupation, or true own occupation? We will help guide you if you are a 1099 independent contractor or locum whether you should have a SEP-IRA or an Individual 401k.
Are you an anesthesiologist or oral surgeon contractor and need to shelter more money away above the max a SEP-IRA or Individual 401k allows? We can show you how to put hundreds of thousands of dollars away.
Liability Protections
Many medical professionals work long hours to provide for their family. Sometimes they may have a stay at home spouse that cares for the children, so it is imperative to make sure that the sole income earning professional has the proper liquidity, estate planning, foundational security assurance coverage, and liability protections to safe guard everything for which they have worked so hard.
Our Reputation
We are proud of the reputation that we have built over the years to become a go-to financial planning practice for medical professionals all over the country. You can find a list of services we offer our medical clients under both Business Owner and Individual & Family Pages.
Professional Athletes
We work hard for your financial success both during and after your sports career.
Business Owners
Our comprehensive services are designed to help you achieve your business goals,
Families & Individuals
We understand that each family has unique financial needs and aspirations.
Medical Professionals
Our services help you achieve financial security and monetary confidence.
Let’s strive to Secure Your Financial Future
Contact us today to schedule a complimentary consultation. Let us help you build a financially secure future for your family and personal legacy.