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
PHYSICIAN CASE STUDY EXAMPLE
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. It’s an unusual time for people approaching retirement. While everyone wants to know if they are financially...
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With social distancing now our current norm, we wanted to assure you that your Moneta team, backed by our internal investment department and our...