Our team has been serving successful physicians and dentists for nearly 40 years. Find out what makes us tick. We offer services for individual physicians and dentists, as well as for those in private practice. Our monthly newsletter provides timely articles to help you achieve your financial goals.
Find out more. As the healthcare landscape becomes increasingly complicated, it is more important than ever that physicians and dentists maximize utilization of practice resources, maintain cash flow, and more equitably allocate practice income among providers. Building and protecting your personal assets has never been more important.
Find out more. As the healthcare landscape becomes increasingly complicated, it is more important than ever that physicians and dentists maximize utilization of practice resources, maintain cash flow, and more equitably allocate practice income among providers. Building and protecting your personal assets has never been more important.
Services
Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Estate planning without qualified help can result in heartache for your family and potentially significant unintended financial consequences.
The most important estate planning decisions a young physician or dentist with a family can make are naming a guardian of minor children in the event that something happens to both spouses, and whether that guardian has control over the assets you've left for your children, or if your assets should be subject to overview by a third party.As you and your family age, and you accumulate wealth, estate planning considerations become more complicated.
The most important estate planning decisions a young physician or dentist with a family can make are naming a guardian of minor children in the event that something happens to both spouses, and whether that guardian has control over the assets you've left for your children, or if your assets should be subject to overview by a third party.As you and your family age, and you accumulate wealth, estate planning considerations become more complicated.
For those of you in a group practice, how the net profits are divided among the owners is an important consideration, particularly in today's reimbursement environment. How are receipts measured and overhead expense allocated? Have you added a physician assistant or a hygienist, which you didn't have when you originally spelled out how net profits would be allocated?
We help our physician and dentist clients in private practice determine whether a retirement plan is right for the practice, and, if so, which plan vehicle (401(k) plan, profit sharing plan, etc.) best suits the client's needs. Our analysis considers both the administrative and financial aspects of each specific type of plan.
Have you ever wondered how your practice compares to others in your specialty? Is your practice being run in an efficient and effective manner, or as efficiently and effectively as it could be? We can help answer these questions by performing a practice survey.
We will provide you with a report of our findings and conclusions, a discussion of where your practice stands compared to other similar practices, recommendations and solutions to running a more efficient practice while accomplishing your financial and patient care goals.
We will provide you with a report of our findings and conclusions, a discussion of where your practice stands compared to other similar practices, recommendations and solutions to running a more efficient practice while accomplishing your financial and patient care goals.
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