Experienced guidance for healthcare professionals

As a professional in the fast-growing healthcare sector, you know what it means to provide care for others. But who is helping you take care of planning for your family, your future, your retirement?

We can help. We have served many physicians, dentists and others who face unique liabilities and risks in their line of work – not to mention demanding responsibilities – that can complicate their finances. To simplify things, we take an integrated approach to wealth management that brings together financial planning, cash-flow analysis and modeling, investment management, pre- and post-retirement planning, and access to personalized banking and lending through Raymond James Bank, N.A.

Each recommendation is tailored to the individual, with an awareness of the need for asset preservation, tax mitigation and legacy planning. Whether you’re a pharmaceutical sales rep or a surgeon, we can help you plan for the future you envision.

Services for healthcare professionals:

• Managing risk: Helping you find the right disability insurance and other types of coverage, and creating a holistic assessment of risks
• Managing debt: Creating custom strategies for tackling medical student loan debt and analyzing your borrowing options
• Focusing on personal finances: Helping you build your legacy in your family, workplace and community through customized wealth strategies
• Preparing for retirement: Guiding you in restructuring your portfolio for retirement, taking a tax-efficient approach to retirement income and thinking through your vision of living in retirement