Close-up of a stethoscope on a desk next to hands typing on a laptop, representing efficient financial strategies for physicians and healthcare leaders.

FIDUCIARY PLANNING FOR PHYSICIANS

Financial Planning for Medical Professionals

Medical professionals often face a challenging combination: high income, limited time, and complex financial decisions. Generic advice rarely fits.

We help physicians, dentists and healthcare leaders create clear, efficient financial strategies so money becomes one less thing to worry about.

Common Planning Areas

  • Tax mitigation and income planning

  • Retirement strategy for high earners

  • Withholding adjustments due to bonuses

  • Student loan and cash flow coordination

  • Practice vs. employment decisions

  • Long-term wealth and legacy planning

Our approach is designed to support demanding careers while keeping long-term financial independence front and center.

  • Beyond maximizing 401(k) and 403(b) contributions, physicians can utilize "Backdoor" Roth IRAs, Health Savings Accounts (HSAs), and Cash Balance Plans for private practice owners. We specialize in building tax-efficient accumulation strategies specifically for high-income medical professionals.

  • Yes. Due to the high risk of malpractice suits, physicians should carry adequate Umbrella Insurance and consider titling assets (like their home or brokerage accounts) in ways that maximize protection.

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