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.   

Business Structure


Structuring a Well-Defined Retirement Plan

Risk Management



Mitigating the Risk of Unexpected Events

Portfolio Design

Portfolio Design for a Challenging Economic Climate

Asset Protection

Shielding Personal and Practice Assets


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Securities offered through First Allied Securities, Inc. A Registered Broker/Dealer. Member FINRA / SIPC

Advisory Services offered through First Allied Advisory Services, Inc. A Registered Investment Adviser.                       

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.


800 W Long Lake Road, Suite 210 , MI 48302   248.430-0599