Our advisors help physicians with the specific planning considerations unique to someone practicing medicine, in addition to the general financial planning that applies to all clients:
retirement savings plan
Private Investment Analysis
Proactive Tax Consulting
Social Security & Medicare Planning
Physician Disability Insurance Analysis
Alex & Sarah
Alex is a surgeon at a large hospital and Sarah is an anesthesiologist for a private medical group. They have 2 children. Alex has just been offered a new contract and a second offer at a private surgical group – he would like help evaluating his offers. Sarah recently was offered the ability to buy into her practice but doesn’t know what questions to ask. Alex has been participating in his 403(b) plan but doesn’t know if he should put money into the other retirement plans offered at his job.
NEWS & MEDIA
By Michael Torney, CFP, J.D., LL.M. All of us reach an age at which our thoughts drift away from work and toward retirement. And for many of us,...
With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...
By Michael Torney, CFP, J.D., LL.M. Physicians encounter a variety of financial planning opportunities inherently unique to their profession. One of...