Medical School Debt

Retirement Planning

Medical School Loan Repayment

Retirement planning for our clients requires an entirely different strategy that what is used by most working people. Most people enter the workforce in their early twenties or before and start contributing to their 401(k), Roth IRA or other retirement savings vehicle. Their money has over a decade longer to reap the benefits of compound interest than the average physician, who will begin their career in their thirties with medical school debt and no retirement nest egg. We assist our clients in finding the right retirement vehicles to catch up and then save enough to continue their desired life style.