Retirement Planning for Physician Families

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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. 

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.  

Get Started Today

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Retirement Planning

Be confident as you move towards retirement.

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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 Process

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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1. Retirement Security Planning

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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2. Results-Driven: Your Success is Our Success

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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3. Financial Care for a Lifetime

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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Let’s Get Started Today

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Work With Physicians Thrive

[/vc_column_text][vc_empty_space height=”20px”][vc_row_inner gap=”30″][vc_column_inner width=”1/3″][vc_btn title=”Get Disability Insurance Quotes” style=”outline” color=”white” size=”lg” align=”center” link=”url:https%3A%2F%2Fphysiciansthrive.com%2Fdisability-insurance-contact-us%2F||” button_block=”true”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Start My Contract Review” style=”outline” color=”white” size=”lg” align=”center” link=”url:https%3A%2F%2Fphysiciansthrive.com%2Fcontract-review%2F||” button_block=”true”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Get Financial Planning” style=”outline” color=”white” size=”lg” align=”center” link=”url:https%3A%2F%2Fphysiciansthrive.com%2Fphysician-financial-planning%2F||” button_block=”true”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1520027799450{margin-bottom: 0px !important;padding-top: 60px !important;padding-bottom: 60px !important;}”][vc_column][vc_column_text]For over 30 years, the expertise of our advisors has benefited thousands of physicians at over 400 medical centers, hospitals, and medical schools, which includes over 1,000 residency and fellowship programs, encompassing all specialties.

Here is a partial list of the institutions at which our clients serve:

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