Financial Planning for Healthcare Providers

Financial planning and investment management for your unique situation

Financial Planning & Investment Management for Healthcare providers depicts doctors and nurses standing in unison.

Financial planning for nurses, technicians, dentists, physicians, and veterinary doctors is a specialized area of practice.  It requires an in-depth understanding and knowledge of the unique financial challenges facing the healthcare industry.

Why financial planning for healthcare providers is different

Members of the medical field face unique financial challenges when it comes to their planning.  Because of the earnings time gap from a delayed entry into the workforce, and the challenge of paying back hefty student loan debt, you need professional financial advice that covers mid-life household and family expenses, while helping to ensure you avoid a shortfall at retirement.  Having clients that work in the industry, we have direct experience with the often complicated benefit and compensation packages. Plus, we understand and work around how busy your schedule can be.

You may also need business planning for your practice, or you may need a combination of both personal and business planning.  We work with nurses, technicians, physicians, dentists, veterinarians, executives, and other healthcare providers by helping them simplify the financial complexities of their lives, whatever their goals and career stage.  As your personal CFO, we partner with you to create a personalized plan that adapts with you as your life and career advance, or as your practice grows.

Financial planning opportunities

A comprehensive financial plan that addresses your specific situation may include:

  • Business practice planning and analysis
  • Employee group benefits planning
  • Income tax planning
  • Financial statements
  • Financial contract review
  • Insurance planning
  • Risk management
  • Investment management
  • Wealth management
  • Asset protection planning
  • Retirement planning
  • Estate planning
  • College planning for your loved ones
  • Philanthropy and legacy planning
  • Debt management and student loan planning

Helping healthcare providers live more and worry less

As we apply our proprietary 3P Approach© to financial planning, we address all stages of a healthcare provider’s career, from its beginning, through mid-career challenges, retirement, and even exiting a practice.  As your life unfolds, our 7 Pillars of Financial Success address each stage to help you secure the resources you need to leave a legacy and enjoy a comfortable retirement.  With our experience in this niche market, we help physicians put their financial life together, so you can spend your time focusing on what matters most to them.

We also offer additional information on related topics in our financial planning guides and through our blog articles.  With a dedicated team of professionals, we are always available to answer your questions.  Please let us know how we can be of service to you.

Six Biases That Can Derail Your Portfolio Back to Top

Six Biases That Can Derail Your Portfolio with finger pressing behavior analysis button on keyboard.

When it comes to our money, humans are not exactly rational investors.  In fact, there are six biases that can be harmful to investors and these detrimental biases can derail our ability to make the best possible decisions about building wealth.  Often, clients do not realize their decisions are being negatively affected by these cognitive biases.  Because of this, they warrant a deeper look.


Experience Our Proprietary 3P Approach© to Financial Planning

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