Physicians Approaching Retirement

For physician families approaching retirement, the unknown of "How will I live on this wealth built on paper?" can be daunting.  Our planning process reviews:

  • Household unified asset allocation
  • Asset distribution options
  • Medicare and Social Security filing options
  • Available retirement income sources
  • Ongoing insurance needs
  • Preparations for a long-term care need
  • Estate plan review

In summary, our process helps to pull the various pieces of your financial affairs together.  After the plan is completed we can further help you by assisting you to implement any adjustments required.

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