WHO WE SERVE  / PHYSICIANS

TRANSITIONING TO PRACTICE

Moving from residency or fellowship to practice is one of the most important junctures in your financial life. You need to make a series of complex decisions—from devising a plan to repay your student loans and determining your ideal career path, to negotiating employment contracts, purchasing disability insurance, and designing a durable, tax-smart strategy that addresses your personal and professional goals.

We will help you come up with a commonsense approach for how to allocate your increased income, whether you are looking to buy a home, start a college savings fund for your children, begin your retirement account or treat yourself to a congratulatory splurge.

PRACTICING PHYSICIANS

We know your days are booked from before sunup until after sunset. You’re focused on what’s really important—growing your practice, spending time with loved ones and maintaining your own health. We can take care of the rest. From diversified tax strategizing and building education accounts for your children to retirement and estate planning, we can help you manage not only the opportunities, but also the risks you may encounter.

Using our proprietary LifePrint® Process, we will create a customized plan that integrates all of your financial affairs. Whether you are accumulating wealth for a specific goal, seeking ways to make smart use of your money through your practice or during retirement, or wish to provide long-term security for your family—our professional planning process and prescriptive tools deliver on our commitment to help you stay on track and accomplish your financial goals. So you can spend more time on the things that matter most to you.