Medical Practitioners

Caring for You and Your Family.

Whether you are a physician, a dentist, a nurse or a hospital administrator, you may be trying to balance paying off your student loans* with saving and planning for other life milestones like college for your kids and retirement. If so, you are not alone. At The Financial Specialists, we work with many in the medical field and healthcare industry who may have high incomes and/or high debt and need an approach specific to them. Every financial plan we develop is customized for your unique situation, and your dreams are our goals.

* The average medical school debt for the class of 2019 is $201,490, according to the most recent data from the Association of American Medical Colleges.

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Providing Benefits for Your Medical Practice.

If you are a physician or dentist in private practice, you are tasked with more than the monumental load of staying on top of your own field of expertise—you’re also trying to run your own business. Something has to give. That’s where The Financial Specialists comes in. We can help you provide benefits for your staff while compensating yourself and saving for your own retirement in the most tax-efficient manner possible. And if your practice includes multiple business partners and/or other physicians, we can provide buy-sell agreements to protect each of you. Let’s talk.

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