Retirement Planning for Physician Families

Get a Pre-Retirement Planning Consultation

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Retirement is Approaching for Everyone

Whether you are nearing retirement or are already retired, making your money last your entire lifetime is our main concern. Our approach creates a custom plan for you to reach financial independence and enjoy your years in retirement.


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. 

Early Retirement Evaluation

Your day to day lifestyle is provided by the hard work you put into caring for your patients. With so many approaches to retirement planning, we model our approach with the same intentionality you do with each patient. Case by case, we strive to understand each individuals work/life balance. Each physician is unique and so are their goals.

 

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. 

 

Tax Reduction

As a physician you have many options to save for your financial independence. Our goal is to help you better understand potential tax consequences and assist you in managing your accounts in order to avoid unnecessary tax burdens in the future. We have a solution that will help you reach your individual goal with a strategy that works for you.

 

Transitioning to Retirement

Are you planning on leaving full time employment? Or would you rather just cut back on hours? Our team is ready to help you retire the way you want by developing a plan that works for you.

 

Comprehensive Planning ​

Caring for your patient is a comprehensive approach. Your lifestyle is provided by the hard work you put in daily to care for your patients. With so many different approaches to financial planning, we model our retirement planning process with the same intentionality you do with each patient.  

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