Helping physicians address their unique needs
Helping physicians address their unique needs
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, pursue 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 creating a wealth management plan that is designed to address 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.
Writing Focused for You
- ACT Survey - Financial Status, are you "On-Track"?
- ACP Survey - Physicians' Financial Preparedness
- ACP Survey - Age of Retirement
- AMA Survey - Satisfaction in Retirement
- AMA Survey - Doctor's Age at Retirement
- AMA Survey - Does it Matter When I Begin Saving for Retirement?
- AMA Survey - Confidence in Retirement & Working with an Advisor
- AMA Survey - Life in Retirement
Services Include
- Risk Management and insurance
- Cash Flow Analysis
- Debt Management Strategies
- Smart Borrowing Options
- Investment Advice and Education
- Tax Considerations
- Practice Management and Business Planning
- Accelerated Retirement Planning
- Estate, Legacy and Charitable Planning
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
