Who We Serve

Physicians

Your Career. Your Life. Your Family.

A coordinated approach to your financial life.

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.

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Financial planning designed to evolve alongside your medical career.

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.

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.

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Practicing Physicians

Bringing Your Financial Life Together

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
Additional income opportunities
Organizing and streamlining your financial life
Practice evaluation and transition planning
Exit strategies
Preparing for the eventual sale of your practice

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The Legacy Planning Process

A Strategy That Evolves With You

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.

Assessment

We begin by understanding your financial picture, priorities, and objectives.

Individualized Strategy

We develop tailored financial strategies designed around your unique circumstances.

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.

Your Career. Your Life. Your Family.

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