Solutions for physicians at every life stage - from medical school and residency to established physicians and retirement.
Financial planning needs change throughout your career as a physician. As you consider strategies to protect your income, safeguard your family and save for the future, get advice you can count on from professionals in our Physicians Financial Partners Program.Learn more
Financial planning is ongoing. As you begin to approach retirement and consider ways to preserve savings, generate income, or leave a legacy for your loved ones, contact the professionals in our Physicians Financial Partners Program for advice you can count on.Learn more
If legacy planning is a primary concern, a stretch IRA can be an effective tool for increasing the wealth that passes to your beneficiaries. Contact a professional in our Physicians Financial Partners Program to see if a stretch IRA is the right strategy for you.Learn more
What happens if you retire during a market downturn? If forced to make withdrawals early in retirement from a declining portfolio, you'd have fewer shares to benefit from when the market eventually goes back up. Learn more about options through our Physicians Financial Partners Program that can help protect retirement savings from potential market downturns.Learn more
Legacy and Charitable Giving
A planned giving strategy may be an important part of your financial plan. By making use of gifting tools like charitable trusts, annuities and life insurance, many physicians find they're able to give more than they thought they could afford. The Physicians Financial Partners can help you structure your giving.Learn more