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Doctors

My team and I serve as your financial Primary Care Advisor.  This is my family practice. 

As a brother to an anesthesiologist and internist, I've witnessed how important your financial health is to living a joyous life and doing the things you care about.

Whether you're a resident, a fellow or an attending, we can help you and your family in five key areas:

 

  • Employee Benefits -  Chances are we may be  familiar with your benefits package from other physicians we serve.  How much should you save into your 401(k) or 403(b)?  Which funds do you continually select?  Are you utilizing all benefits available to you?

 

  • Retirement Planning - With a longer educational path, many doctors have less time to save for their retirement, especially when graduating with six-figures in student loans.  The sooner you have a savings game plan, the more flexibility you'll have later in life.  Whether that means going part time or taking less call, we would love to hear your personal definition of retirement and help you get there.

 

  • Tax Planning - It's not how much you make, it's what you keep.  What are you doing to minimize your tax burden?  What are the best tax-advantaged vehicles that will help you today and in the future?   Does a Roth-Conversion make sense?  We don't replace your CPA, we work with them in your best interest.

 

  • Children's College Savings - Student Loans, mortgage, bills and retirement.  We are often asked, "where and how do I save for my kids' college?"  There are numerous college savings tools out there today.   We share the pros & cons of each and empower you to make the best decision for your family.

 

  • Insurances / Asset Protection - Life and disability insurance, trusts, wills, etc.  All vital things many overlook.  We are independent in the insurance arena meaning we shop so you save.  We assist on funding trusts and titling of assets.  We work with your current estate planner or can refer a trusted proven attorney.


Contact us @ 630-544-2525 to chat or schedule a visit.