Physicians face financial decisions at every stage of their careers.
From managing student loan debt and protecting their income during
residency to building wealth, navigating practice ownership, and
preparing for retirement, each decision can affect the next.
At Legacy Planning, we believe your financial life should not be
managed in separate pieces. Through a holistic financial strategy
and a collaborative advisory approach, we help bring together the
many areas that matter to you, your career, your life, and your family.
Financial planning designed to evolve alongside your medical career.
Nationwide Guidance
Guidance Wherever Your Career Takes You
Robin Vernon and David Grulich work with physicians, residents,
and fellows across the country, providing personalized financial
guidance regardless of where you live or practice.
Serving Physicians Nationwide
A Coordinated Strategy
Bringing the different areas of your financial life together.
Your Primary Care Advisor for Your Financial Life
Just as your patients benefit from coordinated care, your financial
life can benefit from a coordinated strategy.
Legacy Planning can serve as a central point of contact, helping you
organize your financial priorities and connecting you with a trusted
network of professionals, including attorneys, CPAs, insurance
specialists, and other experts when appropriate.
Our goal is to help ensure the different areas of your financial life
are working toward the same vision.
Planning Through Every Stage
Financial Guidance for Your Medical Career
Your priorities change as your career progresses. Your financial
strategy should be designed to change with them.
01
Residents & Fellows
Build a Strong Financial Foundation
The transition from medical school to residency, fellowship, and
eventually practice brings important financial decisions. The
choices residents make early in their career can create opportunities
for years to come.
We help residents and fellows better understand and navigate:
Medical student loan repayment strategies
Debt reduction strategies
Financial education and planning
Disability income protection
Life insurance
Retirement strategies
Employment contracts and benefits
Important questions to consider when evaluating career
opportunities
The financial transition from training to practice
Your career is just beginning. Your financial strategy should
begin with it.
As practicing physicians' careers evolve, so does the complexity
of their financial life. From income, investments, benefits, tax
considerations, practice interests, family and future goals, a plan
is necessary to help make sure it all works together.
Legacy Planning helps physicians develop and coordinate
strategies around:
Retirement planning
Investment strategies
Income tax reduction strategies
Asset protection strategies
Disability income protection
Life insurance
Benefits planning
Estate and legacy planning
Partnership and corporate structure considerations
Your financial needs as a resident are different from those of an
established physician, practice owner, or someone preparing for
retirement.
That is why our planning process begins with understanding your
individual situation, goals, and priorities. From there, we work
with you to develop a personalized strategy designed to evolve as
your life and career change.
1
Assessment
We begin by understanding your financial picture, priorities,
and objectives.
2
Individualized Strategy
We develop tailored financial strategies designed around your
unique circumstances.
3
Ongoing Financial Planning
As your life, career, and goals evolve, we continue to review and
adjust your strategy to help keep you moving toward what matters most.
Beyond Medicine
More Than Your Career
You have spent years preparing for your profession. Your financial
strategy should help support everything your career makes possible.
