Manage Your Money

Financial Planning & Taxes

Financial Planning & Taxes Done Right

Strong financial plans should include strategies designed to minimize your tax liability and make sure you are not making any mistakes with your tax returns.

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Easily Measure and Assess Your Financial Health

Physicians Thrive uses a financial planning system called Elements® to collect your financial information and measure the key indications for your financial wellness over time.

The Elements Financial Planning System™ gives us a real-time scorecard of your financial situation, so we can continually monitor your progress and provide ongoing, informed advice.

You can review these indications by exploring the Elements below:

What's Included in Physicians Thrive Financial + Tax Planning

  • Budgeting
  • Employment and Partnership Assessments
  • Education Savings Programs
  • Compensation Benchmarking
  • Income Statement and Balance Sheet Preparation
  • Student Loan Management
  • Annual Financial Reporting
  • Credit Report Review
  • Investment Portfolio Management
  • Retirement Planning
  • Tax Strategies and Filings
  • Insurance Planning
  • Residential and Commercial Real Estate Considerations

Comprehensive Planning

With so many different approaches to financial planning, we model our financial planning process with the same intentionality you do with each patient; personalized on a case by case basis.

About Us

Get Information From a Trusted Source

What is a fiduciary when you are talking about financial planning? Not all advisors are fiduciaries. Advisors who act as fiduciaries are legally and ethically obligated to make recommendations in the best interest of the client. Our financial advising relationships are built around educating physicians on the strategies that become a part of their individualized plan.

Get Ongoing Service.

We are on call for our financial planning and tax clients. Physicians Thrive team of advisors are a resource for you during both your major and minor financial decisions. Our team is here to help you with anything and everything related to the dollar.

One way we are here to serve you is with an annual contract review. This includes contract renewal with the same employer or an employment offer from a new job opportunity, as well as a review of the annually updated MGMA compensation data with your advisor. Ensure your being compensated fairly as you advance in your career.

Why Choose Physicians Thrive?

Get ongoing education and advise on everything related to the dollar. Our financial planning includes tax preparation, filing and reduction strategy in addition to ongoing financial planning. See what’s included in our planning.


Your advisor won’t make blanket recommendations based solely on your status as a physician. Get a plan that is personalized to each client’s unique financial situation, goals, and level of risk tolerance.


With all the options out there, our approach makes what seems complex simple. You define your goals and we help you reach them.


Our advisors find the best opportunities and options for you to have the highest probability of reaching your goals while requiring the lowest amount of funding.

Get Started Today

On a case-by-case basis, we strive to help each physician we work with plan wisely.

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