Physician income can come from many sources including performance-based, salary-based, profit-sharing, ownership and others. The way your group is structured can add a layer of complexity to your wealth management plan.

We help you feel confident that your wealth is secure and optimized with income protection solutions and tax strategies. We do this by building and executing a holistic plan designed to help manage cash flow while managing the impact of taxes.

Strategies For Protection Of Cash Flow

Compensation may come from different sources. For example, from surgery or non-surgical patient exams. We help protect the larger source of income through disability income insurance and integrate these into a comprehensive plan.

Strategies For Tax Deferral

Often a physician has or is forced to contribute a large percentage of income to pre-tax assets. To build greater tax diversification over time, we provide solutions that help mitigate current and future tax liabilities.