Healthcare Professionals

lone cypress tree on California Coast

70%

of physicians say they plan
to work longer until
retirement because their
personal savings have been
depleted or have not grown
as quickly as anticipated.

Source: Jackson & Coker
Retirement Survey (2011)

You can rely on us to provide customized guidance to manage and protect the wealth you’ve worked so hard for.

As a healthcare professional, you may face many of the same issues as other affluent professionals, but you have unique needs, too. You entered the workforce later, likely saddled with debt from school and from starting a practice. You have other priorities to save for – a practice, a home, a family, retirement – while also facing healthcare reform, rising malpractice premiums and reduced insurance payouts.

We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

We’ll work with you and your team of professionals to create, implement and manage a plan focused on the needs of your practice as well as your personal goals.