Prepare for the future you want with financial planning solutions that help you reach your goals. and get some help with financial planning today!
Need some help reviewing your compensation?
Learn everything you need to start, build and manage your practice.
Get some help with retirement planning today!
Get some help investing today!
Get some help with Student Loan Refinancing today!
Learn more about disability insurance today!
Learn more about life insurance today!
Explore our other services today!
Learn everything you need to start your own private practice.
Our team delivers goal-based financial planning and automated portfolio management focused on your long-term goals.
Δ
Physicians Thrive provides a wide spectrum of investment options that allow for us to develop a strategy that works for your individual risk tolerance and financial goals. When you work with a Physicians Thrive advisor you can rest assured that your money is being put to work in the most efficient way possible.
Our investment team offers a wide range of investment options that offer an array of customizable solutions to suit any risk tolerance, investment objective, and timeline, as well as the ability to use multiple strategies inside one account.
These solutions include:
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:
Balance
Our team knows it’s critical to protect our clients from the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We work with an investment team that has developed and implemented investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.
Diversification
Our investment team’s approach is based on using varied strategies to help minimize risk. While each of our strategies has its own methodology, our focus is to avoid major losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.
Managed Risk
In attempting to avoid large-scale losses, we utilize strategies that emphasize low correlation to broader volatile market activity, whether through hedged equity with the use of protective options, tactical strategies to dynamically adjust to market conditions, or other risk management practices.
How does your salary stack up against your peers?
Choosing to pursue a career in medicine was the easy part. Deciding where you want to transplant your practice — […]
Understand what is in your contract and what particular terms and conditions you should be aware of as you prepare to exit.
For young physicians, the job interview process can be a nerve-wracking experience. After devoting years and years to your education. […]
Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since […]
Physicians Thrive compiled invaluable advise on what every physician should look for in their financial planner.
Protecting your income with disability insurance is critical for maintaining wealth when unforeseen circumstances occur.
Learn what every physician should know before they purchase malpractice insurance
Veronica Baxter | Boonswang Law Firm As a general rule, they do not tax proceeds from a life insurance policy […]
Are you burnt out from years of working long hours? Do you want to step away from clinical practice? You’re […]
Bankers Healthcare Group specializes in providing fast, flexible loans to professionals in the medical field. They pride themselves in offering […]
As a physician in primary care or specialty care, there may come a time when you decide to go into […]
Physicians Thrive is a dynamic, full-service financial planning company helping doctors take control of their money. You spend your days caring for everyone else – let us take care of ensuring your investments are in order.
