Financial Planning for Attending Physicians
As an attending physician, life doesn’t slow down. While you’re mastering and growing more comfortable with your practice, there’s a good chance that changes are happening in your personal life to complicate financial matters. Whether that’s marriage, kids, buying a house, or thinking more seriously about retirement, you’re left with little time to give these concerns the proper attention. That’s where we can help.
We’ll provide solutions to all the concerns that are keeping you up at night, but you haven’t found the time to address. Questions like:
- Should I refinance my loans or will I qualify for PSLF at my new job?
- How much should I spend on a house?
- Which of these employee benefits should I take advantage of?
- Should I be making Roth IRA contributions or conversions?
- Which investments do I choose for my retirement plan?
- My 401(k) limits my contributions to $18k per year. Where can I save more?
- I’m 1099, which benefits should I set up for myself?
- How do I minimize my tax burden?
- How can I protect my assets from a lawsuit?
- Is my compensation and benefits package competitive for my specialty/area?
- How can I prepare for a potential reduction in compensation due to changes in reimbursement?
- Am I truly living within my means?
- How do I avoid being a slave to work?
- How do I use my finances to help avoid physician burnout?
If this is the type of help and guidance you’re looking for, then check out the advisors most qualified to serve you.