As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, achieve financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
We help by designing a wealth management plan that addresses every important aspect of your practice and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal 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.
You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.
Risk Management and Insurance
Cash Flow Analysis
Debt Management Strategies
Smart Borrowing Options
Investment Advice and Education
Practice Management and Business Planning
Accelerated Retirement Planning
Estate, Legacy and Charitable Planning
Our goal is to provide the sound financial guidance you seek, so you can focus more on what you do best – caring for your patients.
Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank