Planning for Physicians


We firmly believe that physicians need a financial coach to get their financial house in order.  A comprehensive wealth management program is generally the answer.  Further, each physician will present with different symptoms requiring tailored solutions.


Comprehensive Wealth Management includes:

  • Personal Financial Planning
  • Investment Management
  • Investment Consulting
  • Retirement Plan Distribution Planning
  • Tax Planning
  • Risk Management
  • Estate Planning and Trust Services
  • Philanthropic Planning


"Now" is generally the answer.  In reality, too many people (physicians included) procrastinate to their own detriment.  Regardless of which career stage you are in, tackling the issues now will generally provide more opportunities to acheive the goals you desire.

Career Stages:

  • New-to-practice

    Two to five years post-residency/fellowship

    • School loans, perhaps marriage and family, living choices, major purchases, retirement plans, and individual investments.

  • Mid-career

    Established income

    • Joining or establishing a practice, larger and/or second homes, education planning for children, employee benefits, adequate retirement savings, and new investment options.

  • Approaching Retirement

    Within ten years of retirement

    • Adequate retirement income, estate planning, real estate, business entities, business succession.


These stages are used as hypotheticals only and are not indicative of all individuals situations.

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Check the background of this financial professional on FINRA's BrokerCheck