Financial Planning Counseling -
Investment management, retirement planning, cash flow management, education funding, tax planning, risk management and asset protection, gifting and estate planning, and business succession planning are just a few of the services addressed by the Physician Family Office. We will build and implement a personal Comprehensive Strategic Plan that outlines a detailed strategy to meet your family’s goals, so you can sleep better at night knowing your assets are being well managed. As lifecycle events occur and circumstances change, we will revisit the plan and adjust the plan’s goals to address these changes.
Retirement Planning Counseling -
After dedicating a lifetime to taking care of others, it is only fair that your assets will take care of you and your loved ones one day. We prepare each family member for retirement by helping them determine when they can expect to retire, understand how much they can reasonably expect to have available, and prepare them for unforeseen circumstances, from a stock market downturn to a serious illness.