Financial Advisors for Doctors, Nurses, and all in Between
Whether you’re a doctor, nurse, or physician’s assistant, or other professional, we help you plan for financial success by providing tailored advice and strategies. Using our process, The Bucket Plan®, that incorporates the five pillars of holistic wealth management, we assist you in:
- Paying off medical school debt: Medical school is expensive, and most medical professionals start with significant debt. Our advisors work with you to build a debt payoff plan that aligns with you.
- Reducing taxes: Our proactive tax management making tax planning critical for medical professionals. We help reduce tax liability through tax-advantaged retirement accounts, tax-efficient investment strategies to minimize taxable gains, income splitting, and more.
- Retirement planning: We coordinate key decisions around the different retirement benefit accounts you may have, such as 403(b) plans, 457 plans for government employees and nonprofit sector workers, or solo 401(k) plans for independent physicians running their own practices.
- Medical malpractice insurance: we help protect you and your assets from the unforeseen risks of your profession, such as malpractice claims, through ensuring you have the right insurance coverage.
Asset and Investment Management for Medical Professionals
Our strategy is personalized to align with your financial situation and aims and our team meticulously selects investments, evaluating each one’s purpose, risk, and potential return. We consistently track and modify positions to maximize outcomes and provide more than just occasional check-ins, managing your finances holistically. You can take comfort in the fact that we also work to actively manage and mitigate your risks, including:
- Principal: certain positions declining to zero
- Volatility: Needing to sell investments that may have lost value.
- Purchasing power: Your investments depreciating in value.
- Longevity: Assets not lasting as long as you need.