Navigating the Unique Financial Planning Challenges & Opportunities
Late-Career Doctors
If you have been an attending physician for 15 years or more, you classify as an establishedcareer physician. It is time to determine whether you can achieve financial independence or a fulfilling retirement. You will need to prepare for retirement and how you will liquidize your
retirement funds. Asset protection has become increasingly important due to your high net worth.
To ensure you are on track for a relaxing retirement, DocFunds will advise you on the following
and more:
Polishing your finances
- Am I investing correctly?
- Am I managing my assets to provide me with optimum tax savings?
Shielding capital and investments
- What is the best protection available for my assets?
- How can I protect my assets for multiple decades?
Planning defenses for your estate
- Is my current estate protected from legal troubles?
- How can I contribute to charities while maximizing tax savings?
Preparing for retirement
- Will my retirement provide for me AND my family?
- How can I support my family in retirement?