Broker Check

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.