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Healthcare Professionals

Understand Your Retirement and Financial Options

As an American healthcare professional, you are in the company of some of the most talented, highly educated, overworked, and under appreciated employees in the world. You have chosen and excelled in a career with years of highly focused study while spending the necessary funds to secure the education needed to serve others. 

As you strive to achieve your financial goals through this selfless career, we will work hard to help you get there. We provide financial consulting services that meet your unique needs as a healthcare professional. Get to know our team and feel confident knowing that we have the knowledge to provide straightforward, objective, and competent advice.

Healthcare Professionals Consulting Services

Retirement Plan Distribution

As you are faced with important decisions about your retirement plan and retirement income distribution, it’s important to fully understand and consider all your retirement options including your employer’s profit sharing plan, 403(b), 401(k), or pension fund. We can help simplify the complexities of any retirement plan so you can decide what is best for you and your family. 

It’s also important to know your tax planning options. There are benefits to paying taxes now or deciding to roll your distribution over into an IRA and defer your taxes. Learn the benefits of all your retirement and tax planning options and how we can assist you in your long-term financial decisions. 

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Financial Consulting Services

As a healthcare worker, your financial situation is unique to you. And you know that as a healthcare professional, it’s important to have a solid financial plan in place. You also know that a straightforward and well thought-out financial plan can help not just you, but also your family. You’ve seen the consequences of not having a sound financial plan and the effects it can have on people. You know that you need to prepare for the present and the future to achieve your financial goals. 

But you also know that a solid financial plan doesn’t just happen. You understand and appreciate the importance of hearing from a team of professionals and doing sound research before making important life decisions. That’s how we can help. We can suggest alternatives and provide a second opinion to how a financial plan and investment strategy can better serve your specific needs. 

Find out how our team of professionals can assist you in enhancing your financial planning and investment strategies.

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“The only way to keep your health is to eat what you don’t want, drink what you don’t like, and do what you’d rather not.” -Mark Twain