As a physician, no matter what stage of your career, you have spent all your time protecting patients. However, who is protecting you? While it is true that physicians earn some of the highest salaries among professionals, this career path also comes with higher risks. Having a financial plan in place will help navigate areas like student loan repayment, correct asset titling and malpractice lawsuits without losing traction on your retirement planning.
Think of financial planning like taking supplements. You are boosting your immunity to the risks associated with the medical profession. At ProVise Management Group, our team of CERTIFIED FINANCIAL PLANNER™ will help make decisions that will not only protect you today but will also help set you up for a lifetime of financial comfort and stability.
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Financial planning for practice owners
Owning a medical practice comes with equal parts opportunity and risk. As a practice owner, you have the opportunity to pursue your passion for helping patients while earning a high income. However, there is a much greater responsibility and risk associated with paying debts and investing in the practice to ensure its success.
A ProVise CFP® professional can assess your assets and help develop a strategy that aligns with your goals and values to provide greater assurance that your practice is financially stable while providing maximum benefit to you and the other physicians. At the same time, you are planning for your eventual retirement.
Asset titling for physicians and practice owners
Incorrect asset titling leaves you open to a number of financial risks. Your ProVise CERTIFIED FINANCIAL PLANNER™ , working with your attorney, can review your assets to ensure that you are covering yourself for potential risks in order to protect the financial future of yourself, your family and your medical practice.
Talk to a ProVise CFP® planner about your financial planning
Are you ready to meet our team and find the right CERTIFIED FINANCIAL PLANNER™ to develop your financial plan as a physician at any stage in your career? Contact ProVise today.
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Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
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