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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.
Physicians Thrive has decades of experience helping doctors get a plan they are confident in.
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.
With all the options out there, our approach what seems complex simply. You define your goals and we help you reach them.
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.
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.
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.
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.
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.
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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Every physician has their own goals when it comes to retirement. Physicians Thrive’s advisors can ensure you reach your goals by creating a retirement security projection just for you. For over 50 years we’ve worked with physicians and their families, providing solutions and services that build, maintain and manage wealth. Our team will help you plan for life, not just your retirement.
Our retirement 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. And we don’t stop there. Your advisor will help you implement the recommendations and continually monitor your financial situation to ensure you remain on track to reach your retirement.
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We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your retirement goals. Our advisors utilize planning tools that allow them to build financial models based on your personal data and goals as you watch. We want you to truly understand what we are recommending and why so you are confident in the choices you make.
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We have chosen to offer fee-based advising services to support a collaborative planning process that rewards our team for actions that benefit you. Our incentives are client satisfaction and continuing to expand our relationship with you.
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Just as you’ve vowed to look out for your patient’s best interest, we’re here to look after yours. As we assist in planning your long term goals, we intend to be your advising partner through your career and lifetime. As registered investment advisors, we are fiduciaries working for you.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Physicians Thrive Investment Advisors, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Physicians Thrive Investment Advisors, LLC a Registered Investment Advisor in the States of Nebraska, Arizona, California, Florida, Texas or where otherwise legally permitted.
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