Physicians

Physicians lead demanding lives with their patients and medical practice, leaving little time for their families and for managing the financial part of their lives. We’ve worked with physicians and other healthcare professionals for over 20 years in helping them plan for the time when they won’t be at the hospital every morning.
Managed care squeezes physicians’ practices and impacts both revenue and expenses. To maximize wealth, we help physicians address four key areas:

• Risk Management –While malpractice coverage is vital, other risks must be addressed with equal attention.
• Investment Management –Physicians work with many products that save lives. The doctor's knowledge of the product’s efficacy doesn’t mean the company represents a good investment in the physician’s portfolio.
• Retirement Plan Design –“Off the shelf” solutions ignore specific issues and needs of medical practices. More than any other single issue physicians face, this is the one that requires expert institutional level management.
• Family Financial Model –We’ve helped physicians evaluate numerous versions of the future, by demonstrating what elements they can control and what they can’t control. Our model allows physician clients to make decisions about their future with greater confidence.

Physicians have spent their careers focused on the well-being of their patients. And that’s exactly how we see our role: focusing on the financial well-being of our physician-clients.

• "I hate being a doctor!" Dr. Stan comes from a medical family where he inherited the oral surgery practice started by his Dad over 40 years ago. When we met Stan, we asked, "Have you thought about retiring?" "Sure, every day," Stan replied. "But I assume I have to keep going until I'm 70, like my Dad." Read More