- Leveraging Asset Location Strategies for Your Retirement
- Roth Conversions Offer Tax Friendly Benefits
- Choosing the Best 529 Plan for Your Child’s College Fund
- Understanding Tax-Loss Harvesting Strategies
- Tax Strategies for Doctors
- Understanding the Alternative Minimum Tax (AMT)
Cash Flow Analysis“It takes money to make money.” How one spends their income and where that income originates are drivers of financial success. We help our physician and dentist clients create and coordinate spending, saving and giving plans to meet their needs and desires.
- Refinancing Medical School Loans Can Save Money in the Long Run
- Tips and Strategies for an Ailing Credit Score
- Developing Sound Wealth Management Habits
Benefits PlanningOur advisors can help doctors tailor an employee benefits package to aid in the recruitment, retention, protection and recognition of those who help you drive your practice each and every day.
Business Retirement PlanningCompany sponsored retirement plans are a necessity to recruit and retain talented employees. Due to regulations and heavy oversight rom the Department of Labor and IRS, often times these can be complicating to administer. Our team is well-versed in the rules, regulations and important business aspects of company retirement plans. Furthermore, we assist in helping clients coordinate company provided savings plans with their other personal savings strategies to maximize their portfolio’s tax efficiency.
Legacy, Wealth Transfer and Multigenerational PlanningFinancial windfalls can be a blessing. They can also be a curse for those who are not prepared. Tax efficient and values based Legacy and Multigenerational planning is very complicated and highly scrutinized. Our advisors and Wealth Transfer Planning partners want to ensure that your values are represented in your Legacy and Wealth Transfer plans and help you ensure that future generations are stewards of the resources you choose to pass along.
Real Estate PlanningBuying and selling a home or investment property is a major financial decision. The purchase or sale impacts the resources that are available for lifestyle expenses, retirement savings, college savings, career transition decisions and charitable giving. We can help you understand the financial impacts associated with a decision of this magnitude so that you can feel comfortable you are doing the “right thing” for your set of circumstances.
Alternative Investment AnalysisAs a physician, your high net worth affords you the opportunity to consider investment options that are not available to the general public. Every situation is unique, so it’s always a good idea to have the asset distribution of your investments reviewed by a qualified financial professional with knowledge of your individual circumstances.
Implementing asset protection strategies may be advisable or necessary to protect your income, accounts, property, and other assets. Alongside your chosen legal counsel, we will work with you to implement your financial plan in a way that limits your liability and protects your interests.