We serve Healthcare Professionals
COMPREHENSIVE WEALTH MANAGEMENT FOR Healthcare Professionals
We love working with healthcare professionals.
We, like you, chose our career to help others. That common bond has made our relationships with our healthcare professional clients really rewarding. When we do our jobs well, it allows our healthcare clients to do their jobs even better, as they focus on their patients and businesses.
The healthcare field keeps changing, and professionals need help adjusting their financial plan and how it fits their life.
Will you retire earlier than you thought? Do you need to reduce your workload? Or do you need help adjusting to new demands impacting your work/life balance?
We work to improve our craft every day, and are constantly educating ourselves on the current issues in the healthcare industry that can keep you up at night.
Robert Bartley was named by Medical Economics magazine as one of the best financial advisers for doctors, and Bartley Financial is an MD Preferred financial adviser.
If you have questions for you or your practice, we’re here to help.
Financial Services For You And Your Practice Include…
Discussion and review of different areas as we advise and assist where needed (including coordinating with other professionals and 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 it takes to help you live the life you want