Integrated Finacial Plan

There is no doubt that doctors are some of the most respected and affluent professionals in the workplace. In fact, according to the U.S. Department of Labor, Physicians and Dentists have some of the highest-paying professions in the nation. That's the good news!

 

As a doctor, however, you face several challenges when it comes to securing your financial future. Caring for your patients, managing staff, and continuing education are just a few things demanding your full attention.  The never ending battle in medical reimbursements, rising costs for labor, equipment and supplies, real estate and utilities make building a secure financial portfolio ever challenging. 

 

SWC offers integrated wealth planning strategies exclusively for Medical Professionals; for yourself and for your practice. Our capabilities are driven by an in-house team of financial professionals who design and manage each of the four cornerstones of an integrated platform. We employ a conservative approach committed to managing risk, maximizing allowable deductions, protecting income, managing tax implications,  and planning for unexpected life events.  SWC understands Medical Professionals unique earning, spending and savings patterns across different specialties and age groups and use that knowledge to design plans that are intended to reach your goals most effiectively.   

Retirement Plan, Financial Plan, 401K, Defined Benefit, Practice Management, Investing, DB

Business Structure

 

Structuring a Well-Defined Retirement Plan

Insurance

Risk Management

 

 

Mitigating the Risk of Unexpected Events

Investment, Investing, Strategies, Economy

Portfolio Design
 

Portfolio Design for a Challenging Economic Climate

Tax Efficiency, Tax Efficiencies, Asset Allocation

Asset Protection
 

Shielding Personal and Practice Assets