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Financial Planning for Established Physicians & Retired Physicians

As you approach retirement, your financial needs change. Through effective financial planning and management, we can ensure that your money works for you, not against you.

Planning for Retirement

Whether you need to establish or tweak your plan for retirement, we’ll make sure your financial future is secure.

Optimizing Your Investments

You’ve been saving and planning for retirement for a while – let us optimize your income and manage risk so that you can enjoy your lifestyle for a long time.

Managing Your Retirement

When you’re ready to retire, we’ll help you decide when and how much to withdraw from your investments – enabling you to maintain your lifestyle and achieve your long-term goals.

Why Work with Us?

Specialist advice for medical professionals.

From students to retirees, we’ve helped hundreds of medical professionals make excellent financial decisions for their future.

Hands-on, personalized service.

We are here to listen, understand your needs, and provide tailored guidance for your situation.

Support and stability.

We know that a career in medicine can come with difficult financial transitions – we’re here to help you navigate the ups, limit the downs, and grow your wealth. 

Knowledge Base & Resources

Check out our collection of helpful articles and resources for medical students and residents.

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    Getting Comfortable With Your Money

    MONEY IS NOT ABOUT GETTING RICH, IT’S ABOUT BECOMING HAPPY Financial decisions are really just life decisions. Like choosing a career, buying a house, getting married, having children, starting a business. Thinking like this helps you decide what it is you really want to accomplish and what will make you happy and fulfilled. It’s also…

  • How much is enough? It’s up to you.

    How much is enough? It’s up to you.

    Retirement. First retirement. Making work optional. Life 2.0. Reinvention. Taking a break. Moving on. Whatever you choose to call the time that comes after the long, formal “working” part of your life, it probably doesn’t mean doing nothing and just relaxing at home anymore. For boomers it means new possibilities and maybe big plans to…