Through the planning and research we have performed for our healthcare professional clients over the years, we have developed expertise in assisting them with their finances, both personal and business. We, like physicians, chose our career to help others. This common bond has made the relationships with our healthcare professional clients very rewarding. If you like what you do and who you work with, it isn’t work. Thankfully that has been our experience. We have been fortunate to work with very talented and dedicated healthcare professionals that inspire us. We feel if we do our job properly, it allows our clients to do their jobs, focusing on their patients and businesses.
Obviously the health care field has changed dramatically over the years. We have been working alongside our healthcare professional clients to implement course corrections in their plan/their life. A course correction could involve; retiring earlier than anticipated, reducing workload, or assistance with handling the new demands by reducing the impact on your work-life balance.
We are improving our craft every day through continuing education. In addition to the extensive reading we do and seminars we attend on financial/tax planning, we also stay current on issues specific to health care professionals and the health care industry. To enhance our knowledge, we meet with health care professionals and others that support the industry to discuss current issues and expected future challenges. We stay informed about the issues that can keep healthcare professionals up at night, such as; “With the changes in the business of medicine and reimbursements will I have enough to retire?”, “How do I keep my assets protected from frivolous law suits?”, “How can I effectively reduce my tax burden?”, etc.
Services we provide to healthcare professionals and their practices:
Consulting—discuss and review of various areas, advise and assist where needed including hiring other professionals/consultants
Business Succession Planning—monetizing the value of your business
Business Continuity Planning
Business Retirement Plan Design and Implementation (Including cost analysis)
Profit Sharing, Cross-Tested and Cash Balance pension-type plans
Comprehensive Business Tax Planning coordinated with your tax professional
Retirement Plan Workshops for Staff
Key Person Compensation and Benefits Planning
Key Person Personal Financial Planning Services
Benefits Planning with professionals on our external team
Retirement Plan Investment Advisory Services
Whatever is needed for you to succeed and life the life you desire
Tax savings is a big part of, or should be a big part, of every business owners plan. It is essential.
Trust service provided by Fidelity Personal Trust Company, FSB, a Fidelity Investments company.
We work/network with various professionals that support the medical community. Through this network of professionals we can assist with more than just financial issues.