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We support physicians’ career and planning from contract to retirement.

Contract Review 

Work with a licensed attorney and an expert financial planner on a full financial and legal review.

Disability & Life Insurance 

Protect your finances with own-occupation, specialty-specific disability insurance.

Retirement Planning 

Spend your golden years stress-free when you plan properly for retirement.

Financial & Tax Planning 

Prepare for the future you want with financial planning solutions that help you reach your goals.

Physicians Thrive is a dynamic, full-service financial planning company helping doctors take control of their finances. You spend your days caring for everyone else — let us take care of ensuring your finances are in order.

Contact our team if you need assistance in the following areas:

  • Contract Review & Negotiation
  • Disability Insurance
  • Life Insurance
  • Tax Reduction Strategies
  • Debt Management
  • Financial Planning & Education
  • Investments
  • Retirement Planning
  • Estate Planning
  • Tax Prep & Filing
  • Home Mortgages & Refinancing
  • Compensation & Benefits Analysis
  • Business/Practice Management & Planning
  • College Planning

If you have any questions on any of the above items, feel free to let your advisor know before, or during, your scheduled meeting time.