A specialized focuson serving physicians

As a dedicated physician, you have done immeasurable good for many patients and their families during your career, and you have definitely earned the opportunity to now enjoy your life and devote more time to your family and interests. The last thing you want to do is be bogged down with the many details required to manage your wealth in a responsible manner, and you certainly don’t want to make any big money mistakes. That’s why we invite physicians to turn to us here at Kindred Financial Partners. Physicians are well-educated people and good at what they do, but at the same time, they recognize that financial planning is not their specialty. “Our clients want confidence in knowing they are making the right decisions with their wealth, because of all that’s at stake.” Cliff says, “Two of my children are doctors, so I relate well to our physician clients and understand what their careers involve.”

The financial planning needs of successful physicians require more diligence and introspection. One of the powerful tools in Cliff and Stacy’s arsenal is Goal Planning & Monitoring (GPM)¹. This is sophisticated Raymond James software designed to align clients’ financial decisions with their unique vision of retirement and other highly personalized goals such as taking good care of their families and leaving a lasting legacy.

Rather than just dictating financial advice, Cliff and Stacy work side by side with physicians to truly understand the individual goals, needs and concerns of each. There is a real partnership that goes into the planning.

“We talk a lot about managing our clients’ investments in a tax-efficient manner and mitigating taxes for tomorrow, as well as related issues such as navigating the latest withdrawal rules regarding beneficiary IRAs,” Cliff added. “Retirement planning is another major consideration, particularly for our clients who want to retire early.”Cliff and Stacy provide a blended perspective and the assurance of continuity for years to come. Building such an enduring relationship begins with an easy first step. “We call it a no-decision meeting. It’s an opportunity for us to get to know you and for you to get to know us – without any pressure or obligation,” says Cliff.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

¹ The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes is hypothetical in nature, does not reflect actual investment results and is not a guarantee of future results.

The return assumptions in Goal Planning & Monitoring are not reflective of any specific product and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to invest directly in an index. Financial forecasts, rates of return, risk, inflation and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Goal Planning & Monitoring results may vary with each use and over time.