Our mission is to understand your needs, wants, and desires – as well as your values, your boundaries, and your ability to withstand or tolerate risk – to help you reach your investment, wellness, and lifestyle goals based on who you are as a person.
Holistic Wealth Management for Health Care Professionals
As a health care professional you’ve chosen to devote yourself to a life of caring for others. As a result, it might feel strange to make decisions regarding your own care. However, that is exactly what you must do if you want to head into life following your career, feeling confident in your ability to live comfortably during retirement, as well as providing for any family you may one day leave behind.
Yet most physicians, dentists, and medical professionals lead such busy professional lives that it can seem impossible to find time to fit financial advising into their schedule. After all, as a physician, you have enough to worry about:
- You may literally have a patient’s life in your hands.
- You’re held to a standard of perfection that no other occupation must face.
- You may work all night on 3 or 4 nights, then be required to work the next day.
- You must worry about the threat of facing a lawsuit daily.
- You face continuous scrutiny and over watch from government bureaucrats, insurance companies, and other parties; all of whom have their hands out, and think you make too much money.
Despite all of this, the satisfaction of a job well done – or a life saved against all odds – is what keeps you going; firm in the belief that, one day, your reward will be commensurate with the time, energy, and dedication you’ve invested as a health care professional.
Ensure your financial health and wellness
Does this sound like you? Have you let plans for asset management and retirement go by the wayside in favor of building your career? If so, you’re not alone; many busy professionals do the same. Instead of beating yourself up, it’s time to take a close look at your options.
For example, you should be contributing the maximum amount you can to a retirement plan, especially if you’ve reached middle-age or older. If you’re employed by a hospital or medical group and receive a W-2 every year, your best bet is likely a 401(k). If, on the other hand, you’re self-employed, you may wish to contribute to a SEP IRA, a solo/individual 401(k), or a profit sharing plan. Cash balance plans are another viable option.
And, if you’re like many physicians, dentists or medical specialists, you may want advice on tax planning while you’re still working, as well as help protecting your assets after you stop working, and help managing risk over the long haul.
Executive Wealth Group
These are exactly the types of holistic wealth management services we offer here at Executive Wealth Group.
Not only do we possess a wealth of experience serving a wide range of healthcare professionals and members of the medical and dental communities, we have firsthand experience in that community. Led by a career physician, we understand exactly what it’s like to navigate an overwhelming schedule while still keeping an eye on the future.
That’s why our team of financial advisors is knowledgeable, efficient, and talented at what they do. When you’re planning for retirement or trying to protect your wealth, you don’t need it come at the expense of actually making money. We’ll help you make a plan that fits you, without a huge investment of time, energy, and hassle.
In addition to retirement and tax planning services, we also offer:
- Asset Protection
- Investment Planning and Risk Analysis
- Estate Planning
- Insurance Strategies
- College Planning
- Assistance with Foundations and Trusts
Executive Wealth Group is a boutique FINRA Registered Investment Advisory firm (RIA). We utilize the same advanced technologies and resources used by many of the largest branded broker dealer firms without the conflicts of having to offer in-house products. That means we’re truly independent and can help you find the best services for you.
Would you like to learn more? Click here to learn whether our unique approach to Holistic Wealth Management for health care professionals is right for you, with our FREE Initial Consultation.