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. We further help you by assisting you to implement any adjustments required.