Physician Retirement Planning
Successfully navigate through your many financial optionsLarson Financial is a comprehensive financial planning firm offering concierge financial solutions for doctors- from residency to retirement. Through our collaborative environment Larson Financial Group helps individual physicians and their medical practices succeed in the highly competitive and regulated health care environment. Another benefit is one-stop access to resources, such as medical practice and business consultants, accountants, attorneys, insurance carriers and information technology specialists.
Mid Career Practitioners: Breaking ThroughPhysicians have a distinct disadvantage in meeting mid-life financial demands because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need expert financial advice to cover mid-life household expenses and avoid a major shortfall at retirement. Working with Larson Financial Group, mid-career doctors can develop detailed cash-flow plans, formulate strategies to maximize after-tax returns on their investments and monitor their continual progress.
Late Career Practitioners: Meaningful WealthDoctors nearing retirement prefer to have a firm grasp of the financial and tax implications of winding down their careers, as well as estate planning and securing adequate resources to enjoy a comfortable retirement. Making realistic assumptions about the future is a key attribute of a quality long-term retirement plan.
Financial Services for Practicing Physicians
- Retirement Planning
- Tax Planning
- Debt Management
- Financial Contract Review
- Asset Protection
- Practice Planning
- Risk Management & Insurance
- College Savings
- Estate Planning
- Giving & Legacy Planning
- Professional Liability Insurance
- Group Benefits
Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.