Comprehensive Planning for Physicians

Comprehensive Planning for Physicians

Our team has a wealth of experience in positioning physicians in the Central Valley to accomplish their financial goals. Our Integrated Planning Process guides doctors through the different stages of their career. Common concerns/goals we identify:

How to handle student loans

Managing risk as you transition into fellowship or full-time practice

Planning to optimize tax outcomes, both short-term and long-term

Ensuring assets and investments are appropriately diversified and prudently positioned

Understanding the pros and cons of job change and evaluating the difference between being an employee vs an independent contractor

Establishing and maintaining job benefits and protection policies as an independent contractor, or understanding the benefits package offered to you by your employer

Charitable giving strategies

We have built long-standing relationships here in the Central Valley with the local medical society (FMMS) and several of the academic residency programs. In particular we have served many Pediatricians, Internists, Obstetricians & Gynecologists, and Anesthesiologists.