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Medical professionals face added financial challenges of the average person. Your lengthy education and training leads to shorter earning years. Though your income can place you in the upper echelon of income earners, many physicians will start their career with a large amount of debt and a lower salary. This makes it important to begin the planning process as soon as possible. Whether you are a practice owner, attending physician or a resident we understand your unique situation and can help you chart the right course.

Areas of Planning include:

Retirement Planning

  • 403(b) and 401(a) Planning
  • Roth & Traditional IRAs
  • Pension Strategies
  • Defined Compensation Plans
  • Profit Sharing Plans

Asset Protection

  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • P&C Insurance

Investment Planning

  • Fee-Based Investment Advising
  • Mutual Funds
  • Stocks and Bonds
  • Fixed and Variable Annuities
  • Asset Allocation
  • College Planning

Estate Planning

  • Insurance Policy review and Design
  • Premium Financing Insurance
  • Generational Wealth Strategies
  • Wills and Trusts
  • GRAT Strategies

Charitable Planning

  • Charitable LLC
  • Private/Family Foundations
  • Donor Advised Funds

Professional Partners

  • Practice Administration Consultants
  • Banking
  • Attorneys (Estate, Business, etc.)
  • CPAs and Bookkeepers

Kaiser Employees

You have a very robust and complex set of benefits. Our team has experience and a deep knowledge of your pension plan, retirement plan, and post-retirement benefits. We will educate you on the intricacies of your benefits and help you navigate your decisions to maximize your benefits for today and the future.