Physician Services

You work hard for your money, so it is important to strategize your plan in a way that allows you to save the most. There are potential tax savings strategies that could prevent you from paying higher taxes than necessary. Managing your taxes now can help you save long into the future, making goals such as a second home or early retirement possible.

Retirement planning is crucial for physicians or other health care providers in order for them to stay on track and retire on time. Many careers only require 4–6 years of education, but the medical field requires so much more of an investment. While others can begin saving for retirement within years of graduating high school, individuals in the medical field can fall behind without proper planning. Our job is to help you address your finances in such a way that retiring on time is made possible.

Planning for the education of your children can be overwhelming, especially when you have just finished paying off student loans of your own. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a plan best suited to the needs of both you and your children. Talk to us about education funding today.

We do not provide tax advice. Please consult your own advisors for tax advice.

You would not be where you are today if it were not for hard work and years of education. Unfortunately, your education probably came at a high price, in the form of student loans. We want to help you address your obligations in such a way that paying them off becomes a reality. Our financial strategies will help meet your objectives so that your career, not your debt, can be the center of your focus.

Unexpected events can happen at any given moment such as divorce, lawsuits, liability claims, and more. There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

No health care office can run smoothly without the help of administrative staff, managers, nurses, physician’s assistants, and other staff members. This team is what keeps patients satisfied, schedules complete, and priorities in order. Benefits, such as medical and dental insurance and paid leave help ensure that your employees are dedicated to staying with your practice. Our job is to help you decide which benefits are best for your company.

Medical and dental insurance are available through one or more carriers not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.

If your family’s main provider is no longer able to work due to illness or injury, disability insurance protects your income so that your family still has a source of stability. Our agents can help you protect your current lifestyle and long-term goals. In addition to medical expenses, income is usually reduced or even terminated at the onset of an illness or injury. As the main provider for your family, you should strongly consider disability insurance if your spouse does not believe he or she could maintain financial stability with only one income.

Individual disability insurance is available through one or more carriers not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.