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Wealth Preservation for Physicians

Financial planning for physicians who are nearing retirement centers on wealth preservation, wealth transfer to children or grandchildren and legacy-building through charitable giving. Among the unique needs faced by physicians transitioning into retirement:

  • Retirement planning: When you begin to consider transitioning into retirement, you want to be sure your resources will support you throughout your retirement. Retirement planning considers the needs you will have in retirement, your portfolio allocation required to meet those needs in relationship to your risk tolerance.
  • Cash-flow management: After a successful career, you have obtained a lifestyle you want to maintain. Cash-flow management helps you identify what your cash flow needs will be and develop a plan for meeting those needs.

We can help you finalize your retirement plans and undertake cash-flow planning to ensure you can sustain your lifestyle and preserve your wealth as you transition from active practice to retirement.

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