Physicians and Dentists

We understand the unique challenges and opportunities that physicians and dentists encounter and apply insightful strategies for addressing them.

As a physician or dentist with a practice, you have needs similar to business owners, but with particular emphasis on risk management. You may have a small group of employees, so your retirement plan options for the business are more limited.

Your unique requirements include protecting assets from liability risk, tax planning*, mitigating the effects of healthcare cutbacks, managing education debt, independent contractor issues and, finally, achieving financial independence.

By collaborating with your other qualified advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.

As your trusted partner, we will provide a comprehensive financial plan for your life and all it encompasses – helping to manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and charitable giving.

*Tax and accounting services are a service of Roshan Ajanee CPA, PC. and not provided by Raymond James.

The investor’s chief problem and even his worst enemy is likely to be himself.
Benjamin Graham