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Medical Professionals

Working to navigate your unique financial position

We work to help you navigate the financial landscape of your medical profession. From comprehensive financial planning to personalized consulting, our team takes a strategic approach to help you experience more from work and life.

We’re all on different financial journeys.
Where do you stand?

As a medical professional, you have a unique set of financial circumstances. We implement advanced strategy and planning, a customized service approach and time-tested processes so you can navigate every challenge that comes your way.

What are some financial considerations unique to medical professionals?

Medical professionals often have significant student loan debt and may face income variability challenges (irregular work schedules, legal challenges, etc.). You may also need to consider disability insurance and early retirement planning due to the demanding nature of your work.

How can I manage my student loan debt as a medical professional?

There are several strategies for managing student loan debt, such as refinancing to lower interest rates, utilizing income-driven repayment plans, and pursuing loan forgiveness programs. We can help you explore and pursue appropriate avenues.

What retirement planning options are available for medical professionals?

You may have access to unique retirement planning options, such as 401(k) plans with higher contribution limits. You also may be able to utilize profession-specific plans, such as a 403(b) plan for non-profit hospitals or a 457(b) plan for government employees.

How can I protect my assets and manage risk as a medical professional?

Medical professionals may face greater risks related to malpractice lawsuits and other liability issues. We can help you evaluate your insurance needs and create a risk management plan to protect your personal assets.

Our Services

Comprehensive financial planning so you can experience more from your life and finances.

A well-conceived plan aids in financial success. Whether you're looking to grow your money over time, understand your retirement options or protect your assets, confidence comes from knowing you have a plan.

Practice Management

Balancing personal goals with the needs of your employees can be difficult. We can guide you as you choose the right employee benefits packages that meet your objectives, as well as help you think through potential tax, legal and insurance challenges.

Asset Protection

There is a unique weight that comes with having credentials, and, thus, an increased need for reliable advice. We help physicians and dentists integrate protection strategies that are vitally important to protecting your assets with proactive — rather than reactive – planning.

Retirement Planning

We work to help manage your path to the future with a full spectrum of retirement strategies to create the income you will need in retirement. Our planning goes beyond money to consider the life experiences that make it all worth it for you, your family and your employees.

Risk Management

One of the biggest risks medical professionals face is their ability to protect their personal assets. We take a disciplined approach to evaluating your coverage and insurance options and carefully assess where your risks lie.

Portfolio Management

We work to learn what's important to you in order to better construct, manage and monitor a customized and broadly diversified portfolio. Then we help you understand what you own and how your portfolio can help you reach your goals.

Tax Planning

Lots of our clients come in paying too much in taxes. We can help project your tax liability ahead of time and recommend tax minimization strategies that can reduce your current or future tax liabilities.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.