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

As a physician, you have many options to save for you financial independence. Our team will identify the options you have for investing and help you make moves that will grow your savings while minimizing tax consequences.

We balance reducing your current taxes along with future taxes by creating and implementing a plan now which we will monitor and work with you to manage for life.

Request A Contract Review

Disability Insurance

Protect your future income with disability insurance. Our team is dedicated to helping you find the most affordable option with the best coverage, even while you’re in training. We continue to work with you throughout your career to update your policy to help ensure your income is protected. We will contact you annually to confirm your policy continues to meet your needs.

Your biggest asset as a physician is your ability to earn income. You’ve spent time and money on training, that’s why protecting your future income with disability insurance is so important.

Physicians receive their best insurance rates while in training. Don’t miss out on the discounts only residents and fellows can receive by waiting.

Get A Disability Insurance Quote

Life Insurance

Our team of advisors will consult with you regarding your goals and develop a plan that meets your needs and your budget. We will help you identify how much and what kind of life insurance coverage you need.  We are here for you and your family through the life of your policy and your career, connecting annually to ensure your plan continues to offer you the right amount of protection as your lifestyle changes, and advocating for you with the carriers in the event you need to process a claim.

Get A Life Insurance Quote

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

Questions? Get in touch.