Physicians generally lead demanding lives. Often, they have little time available to plan for and make decisions related to their finances. Joe Bonnett has worked with physicians for nearly two decades and can help them address four key areas related to their wealth:

RISK MANAGEMENT: While malpractice coverage is vital to have, other risk factors also need to be addressed.

INVESTMENT MANAGEMENT: Physicians use many medical and pharmaceutical products in their work, but having knowledge of a product’s efficacy doesn’t necessarily mean the company that produces it is a good investment.

RETIREMENT PLAN DESIGN: “Off the shelf” retirement plans frequently ignore specific issues and needs of physicians. More than any single issue a physician can face, retirement planning requires comprehensive, thorough and detailed analysis.

INCOME FOR LIFE: We’ve helped physicians evaluate numerous versions of the future, by demonstrating what elements they can control and what they cannot. Our model is designed to help our physician clients to make informed, educated and knowledgeable decisions about their future.