Physicians & the Medical Community : Financial Strategies Of California

Physicians & the Medical Community

Medical professionals and their supporting staff face unique financial challenges. Whether you are in the beginning of your medical career or winding down your practice in preparation for retirement, we have a solid understanding of issues that may arise and the solutions to address them. We can help identify your individual financial needs and determine the most effective, efficient and sustainable path forward.

We can guide you in establishing and implementing custom solutions for:

  • Cash flow analysis & income solutions
  • Managing debt best practices
  • Income replacement strategies
  • Group and private practice retirement plan asset coordination
  • Partner and entity equity buy-in solutions
  • Philanthropic interests integration with estate planning
  • Insurance & risk management