Physician Financial Planning
While most physicians are aware that financial planning is an important aspect of providing a secure future for themselves and their families, the complexity of wise planning can leave those who need the most help vulnerable to mistakes. We understand the types of things you may have questions about because we have made it our business to understand the needs of physicians and small business owners. We understand that as physicians, your needs are different from other business owners. We have expertise in meeting those needs, working with you to build solution-based strategies and plans.
As an entrepreneur, you have questions about things related to your own growing business. We can help you work through developing stages, like opening your own practice and deciding what type of business best suits your needs by guiding you through the details of forming an LLC, PLLC, S Corporation, or C Corporation. We can also meet your needs as your business continues to grow more successful, helping you set up retirement funds and liability coverage, prioritizing your assets by helping you save money in taxes.
This sort of planning also includes protecting the practice you’ve worked so hard to establish, ensuring its security by setting up operating agreements, business continuity, and buy/ sell agreements with your partners to protect your business for the future. Keeping you up to date on areas that may specifically affect you is also a concern for us, whether it’s about changes in retirement contribution limits or tax credits that you may benefit from, such as HHS Medicare grants.
For our physician clients, we also know how to prepare you and your family for retirement and legacy, helping you with asset protection strategies and estate planning to avoid probate. The care you have for your family is reflected in our values and the care we put into helping you create the best customized planning for your unique situation.
We are constantly aware that our physician clients are on the frontline in the fight against COVID-19. That is why Wall Street Alliance Group is proud to partner with the Association of Physicians of Pakistani Descent in North America (APPNA) DMV Chapter to provide support for first responders during the COVID-19 crisis.
