FOCUSING ON THE PRESENT

WITH AN EYE ON THE FUTURE

Dr. Sean Palmer is a partner in a successful gastroenterology practice. Dr. Palmer and his longtime medical school friend Dr. Anne Lee started their gastroenterology practice 10 years ago. During this time, their practice has grown, and they have added several physicians to their practice and expanded to additional locations in their area. With healthcare evolving, Drs. Palmer and Lee have been approached to sell their practice. Although they have considered it, they have decided to focus on continuing to build their practice. They are looking for help in the following areas:

  • Practice management
  • Human resources and benefits planning
  • Tax planning, both business and personal
  • Asset preservation
  • Retirement planning
  • How each of these impact personal goals

It's a scenario that describes many of the physicians we serve – effectively balancing their professional and personal goals. As with many aspects of life, balance is essential. We can map out a plan that takes all these goals into account. We help them analyze their options and design strategies to navigate the complexities that physician practices face in today’s world.

This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.
+


GUIDANCE FOR EACH STAGE OF LIFE

Addressing your different needs along life's journey

+


NOT YOUR ORDINARY EVENTS

Creative ways we
engage our clients

+


DIVERSELY CAPABLE

Credentialed across
multiple disciplines

+


A SHARED PASSION

A tight-knit team
totally dedicated to
serving you

+


HIGHLY COORDINATED

Holistic collaboration with
your CPA and attorney

+


THE RESILIENCE OF GINKGO BILOBA

Our logo reflects
our philosophy

+

GUIDANCE FOR EACH STAGE OF LIFE


Addressing your different needs along life's journey

LEARN MORE


NOT YOUR ORDINARY EVENTS


Creative ways we engage our clients

LEARN MORE


DIVERSELY CAPABLE


Credentialed across multiple disciplines

LEARN MORE


A SHARED PASSION


A tight-knit team totally dedicated to serving you

LEARN MORE


HIGHLY COORDINATED


Holistic collaboration with your CPA and attorney

LEARN MORE


THE RESILIENCE OF GINKGO BILOBA


Our logo reflects our philosophy

LEARN MORE