Financial Planning
Comprehensive Financial Planning
Financial Planning Designed for you
We provide comprehensive financial planning for all our clients. Our approach is customized to meet your specific situation and may include the following strategies:
- Investment Planning
- Estate Planning Consulting
- Tax Planning Consulting
- Retirement Planning
- Risk Management
Strategies for Physicians
Strategies for Physicians
Being married to a plastic surgeon has afforded me opportunities to work with physicians across various medical specialties. We believe physicians present a unique planning situation because many do not reach their earning potential until their early 30’s. If you’re an employee or face the challenge of operating your own clinic, we can help alleviate financial stress through the following:
- Loan repayment options
- Budgeting
- Minimizing risk with Life and Disability insurance
- Individual retirement Planning
- “Back Door” Roth IRA contributions
- Portfolio Review/Management
- Education Planning
- Healthcare Savings Accounts (HSA)
- Charitable Planning
Additional services for Physician owners:
- Employee benefits
- Implementing employer retirement plans
- Buy/Sell Agreements
- Cash Management
- Cash Flow Analysis
- Surgical Center Buy-In Analysis
Strategies for Farmers
Strategies for Farmers
Growing up on a farm, I understand financial needs can change year to year based on commodity prices and input costs. Below are some services to consider:
- Maximizing Tax Deductible Retirement Plans
- Defined Benefit vs. 401k vs. IRA
- Cash Management
- Estate/Succession Planning/Equalization
- Portfolio Review/Management
- Employee Benefits
- Educational Planning
- Charitable Planning