EACH STAGE OF YOUR CAREER HAS UNIQUE NEEDS, WE ARE HERE TO HELP GUIDE YOU THROUGH YOUR CAREER JOURNEY.

  • RESIDENT

    You are just starting of your journey into the exciting world of emergency medicine.

  • 1-10 YEARS

    You have spent some time in a job, seen a few things and have an idea of what you would like out of your career.

  • 10 YEARS +

    You’ve seen it all and understand what your career can do for your financial future.

JUST LIKE NO TWO PATIENTS ARE A LIKE, WHERE YOU ARE AT IN YOUR EMERGENCY MEDICINE CAREER CAN HELP GUIDE US TOWARD A FINANCIAL PLAN THAT’S RIGHT FOR YOU.

RESIDENT

  • For Emergency Physicians that are not W-2 employees of a hospital, we can provide the necessary guidance on whether or not an S-Corp makes sense, associated accounting if it does, as well as other critical guidance with respect to quarterly estimated tax payments, annual tax preparation, and filing.

  • When all of your hard work pays off, there are times when your income can dramatically increase. We can offer valuable guidance for how to allocate your newfound cash flow as it evolves over time.

  • Many Emergency Physicians find themselves with six figures of student loan debt. Fortunately, a high income generally means you’ll have greater flexibility in how you pay those loans back. We can help you manage loans thoughtfully and with proper risk management.

  • Sometimes the unforeseen can happen. You deal with that reality almost everyday. And should that ever happen to you, we’ll make sure you have the right Disability Insurance to help preserve your earnings were you not able to practice Emergency Medicine.

  • Your hard work should be rewarded. High, ordinary income is inherently tax inefficient. We can help maximize your saving and investment opportunities.

1 - 10 YEARS

  • When all of your hard work pays off, there are times when your income can dramatically increase. We can offer valuable guidance for how to allocate your newfound cashflow as it evolves over time.

  • Many Emergency Physicians find themselves with six figures of student loan debt. Fortunately, a high income generally means you’ll have greater flexibility in how you pay those loans back. We can help you manage loans thoughtfully and with proper risk management.

  • Your job is already impossibly demanding. Add to that family obligations, a disruptive work schedule, and personal interests out-side of work, your time is perhaps your most valuable asset. Our job is to take financial decisions off your plate, make life a bit easier, and give you back the time you deserve.

  • Your hard work should be rewarded. High, ordinary income is inherently tax inefficient. We can help maximize your saving and investment opportunities.

  • For primary earners with families, we can help protect your assets and manage your estate both in the short-term and for retirement, navigating the liability associated with your profession.

10+ YEARS

  • Your profession can take a toll like no other, both physically and mentally. As such, we can help chart a path toward retirement to ensure the sacrifices you make now pay dividends.

  • Your hard work should be rewarded. High, ordinary income is inherently tax inefficient. We can help maximize your saving and investment opportunities.

  • We can offer valuable guidance to help you allocate your current cash flow.

  • Your job is already impossibly demanding. Add to that family obligations, a disruptive work schedule, and personal interests out-side of work, your time is perhaps your most valuable asset. Our job is to take financial decisions off your plate, make life a bit easier, and give you back the time you deserve.

  • For primary earners with families, we can help protect your assets and manage your estate both in the short-term and for retirement, navigating the liability associated with your profession.

Let’s begin the conversation.