Helping Physicians Address Their Unique Needs

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, achieve financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

As a physician, your commitment to and investment in education, training, and career development may make it difficult to find the time to plan for your future. But at each stage, it’s important to optimize—through investment strategies and tax planning strategies —the resources you have available to best meet your goals.  The physician’s journey is long, and circumstances change. By investing in a long-term relationship, maintaining open communication, and reviewing your plan regularly, we’re able to proactively suggest adjustments to your portfolio and strategies in order to help put you in a position to not only strive to reach your goals, but also to feel secure in focusing on your passion.

We help by designing a wealth management plan that addresses every important aspect of your practice and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can create family limited partnerships or asset-protection trusts, and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.

You can rely on us to provide customized guidance and protect your hard-earned wealth.

 Services Include

·         Risk Management and Insurance
·         Cash Flow Analysis
·         Debt Management Strategies
·         Liability Strategies Management
·         Investment Advice and Education
·         Tax Considerations
·         Practice Management and Business Planning
·         Accelerated Retirement Planning
·         Estate Investment, Legacy and Charitable Planning

Our goal is to provide the sound financial guidance you seek, so you can focus more on what you do best – caring for your patients.

Investment and Insurance Products: NOT FDIC-Insured/NO Bank Guarantee/MAY Lose Value

Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.  Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by non-affiliated Insurance Companies. Not available in all states.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.