Services for Physicians

Retirement planning is crucial for physicians or other health care providers in order for them to stay on track and retire on time. Many careers only require 4–6 years of higher education, but the medical field requires so much more of an investment. While others can begin saving for retirement within years of graduating high school, individuals in the medical field can fall behind without proper planning. Our job is to help you address your finances in such a way that retiring on time is made possible.

Planning for the education of your children can be overwhelming, especially when you are still paying or have just finished paying off student loans of your own. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a funding strategy best suited to the needs of both you and your children. Talk to us about education funding today.

We do not provide tax advice. Please consult your own advisors for tax advice.

Unexpected adverse events can happen at any time. Permanent life insurance provides death benefit protection, creditor protection in certain states, the ability to accumulate cash value and safeguard the transfer of policy proceeds to your beneficiaries such as your children and grandchildren. We can help you figure out which course of action is right for your specific situation and objectives.

No health care office can run smoothly without the help of administrative staff, managers, nurses, physician’s assistants, and other staff members. This team is what keeps patients satisfied, schedules complete, and priorities in order. Benefits, such as medical and dental insurance and paid leave help ensure that your employees are dedicated to staying with your practice. Our job is to help you decide which benefits are best for your practice.

If you are no longer able to work due to illness or injury, disability insurance can protect a portion of your income so that your family still has a reliable source of income. In addition to medical expenses, income is usually reduced or even terminated at the onset of an illness or injury. As the main provider for your family, you should strongly consider disability insurance if your spouse does not believe he or she could maintain financial stability with only one income. We can help you protect your current lifestyle and long-term goals.