Who We Serve
Navigating the Unique Financial Planning Shifts, Considerations, and Opportunities for Established-Career Physicians
Your net worth has surpassed the 7-figure club (Congratulations —that’s huge!) —maybe you’re even approaching the 8-figure club. While you may not be retiring tomorrow, the idea of financial independence and/or retirement is likely more top of mind than ever. You might be wondering, “Am I on track?” or “Do I have enough?” You might even be wondering what retirement could really look like.
This is where we start to review and optimize what the final years of accumulation will look like, but more importantly what the decumulation phase will look like. During this career stage you’re not a spring chicken anymore, but your net worth is much higher so asset protection and estate planning start to jump up the chart.
Does this sound like you?
Have you been an attending physician for the past 15+ years?
If so, we can help. Here’s what we can do:
- Optimize. From investments to tax planning, we’ll help guide you towards the finish line
- Protect your assets. We’ll show you how to protect the assets you’ve worked hard to build over the past several decades.
- Safeguard estate planning. Whether it's a federal tax issue, a state tax issue, or just making sure your wishes are followed, we’ll make sure all your estate planning is properly organized and doesn’t fall by the wayside.
- Plan for the golden years. You’ve been working your ass off, now let’s look at that next chapter and what your hard work has accomplished for you and your family.
Plan Creation with Ongoing
Planning & Investment
One-time Plan Creation Fee
Ongoing Monthly Subscription Fee
3, 6 & 9 month plans available
*For Medical Residents & Fellows, we offer a reduced flat-fee for your
monthly subscription while in training.