Practicing Physicians

Protect & Plan

Physicians Thrive has worked with thousands of physicians, our goal is to help doctors feel confident in their financial decisions. Two key areas practicing physicians can focus on to reach their goals is life insurance and financial planning. Protect and plan your future with help from a financial advisor.

Tax Reduction

Throughout a physician’s career, they may have created multiple 401(k) accounts as they switched employers and jobs. Our advisors can help roll these accounts into a personal IRA while avoiding tax withholds.

Don’t let your savings go, get assistance in investing your qualified funds even after you’ve left your job.

Request a Tax Reduction Consultation

Financial Planning

Physicians Thrive has been dedicated to helping physicians make confident financial decisions for over a decade. Our planning process can help you achieve your financial goals. We start by helping you identify your goals and evaluate where you are relative to those goals. We evaluate your options and recommend strategies to assist in getting you where you want to be. We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to reach your financial dreams.

Request a Financial Planning Consultation

Social Security Planning

There’s 567 different ways to collect Social Security but most people think their only option is to take their benefits at age 62, when their benefits become available. Guessing on when and how to retire is not your only option. Maximize your retirement income by working with an advisor who can help you plan when the optimal time for you to file for benefits from social security. Having a plan can save you from a large reduction in benefits and earn you thousands of dollars for retirement.

Request a Social Security Planning Consultation

Retirement Income Planning

Physicians Thrive will assist you intentionally plan to use your income to maintain your lifestyle through retirement. Every generation faces different issues when it comes to planning for retirement and we have solutions to address these challenges. Relieve yourself of the stress of the unknown by working a professional who will ensure you don’t encounter tax problems and can help you manage your accounts for life.

Request a Retirement Income Planning Consultation

Questions? Get in touch.