Many of our physician clients own their own practices, while others are employed in hospital networks and family clinics. Our approach is based on the principle of showing a simple view of a complex financial picture.
Areas of Focus
Practice management consulting: Guiding complex decisions, such as how to expand or sell your practice, whether to take on debt, or how to utilize available cash
Retirement planning: Showing you a consolidated analysis of total household assets, cash flow, and retirement income needs
Cash flow forecasting: Analyzing multi-year scenarios to determine the impact of major financial decisions and help you determine when you can retire
Tax mitigation: Developing strategies to lower your total tax liability in the years before and after retirement
Investment strategy: Help to ensure your funds are invested in the appropriate vehicles with the best balance of diversification, tax efficiency, liquidity, and performance
Philanthropy and legacy: Maximizing the impact of money you give or pass on