G&R Family Wealth Management

Expertise for addressing the needs ofyour practice

As a physician 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 preserving assets from liability risk, tax planning, mitigating the effects of healthcare cutbacks, managing education debt, independent contractor issues and, finally, achieving your financial  goals.

By collaborating with your other qualified advisors, we can help you 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.

Services we offer include:

  • Comprehensive financial planning
  • Managing tax, liability and risk exposure
  • Family wealth counseling
  • Education planning
  • Estate planning
  • Philanthropic planning
  • Business succession planning

Please note: changes in tax laws or regulations may occur at any time and as financial advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

 

 

OUR PROCESS

WHAT IS A CFP?