Strategic Tax Planning

Gain confidence in your tax planning. 

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Why Choose Physicians Thrive?

Physicians Thrive has decades of experience helping doctors get a plan they are confident in.

Personalized

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

 Straightforward

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

 Opportunity

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. 

Is Your Plan Tax-Efficient?

When planning for retirement, proper diversification goes far beyond having an investment allocation spread out among various asset classes. A truly diversified investment strategy also takes into consideration the impact of taxes both today and when we reach retirement.

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Diversify your strategy

A diversified investment strategy provides individuals the ability to minimize tax liability in order to optimize the tax efficiency of their portfolio both today and in their retirement years. Traditionally, individuals rely solely on their 401(k), IRAs or other tax-deferred vehicles for savings. However, this one-dimensional savings strategy provides little to no flexibility when an individual reaches retirement. Diversification involves spreading investments among tax-deferred, tax-favored and taxable accounts during a physician’s working years so that we can plan to optimize our tax situation in retirement.

Get Started Today

Our transparent retirement planning process helps physicians approach retirement with confidence. We developed our process to prepare physicians for retirement by navigating fluctuations in the market through a properly diversified portfolio.