
Physician's Financial Guide
…this 5-minute guide will show you how to leverage the 5 critical elements of your personal strategy to build wealth and create a better future for yourself and the people you love—starting right now.
- Reduce Debt - Invest Smart - Retire Secure - Live Your Life -
Personal finance has become more complicated and burdensome than it should. Join other physicians who are turning their concerns about debt, investing, and retirement into a feeling of financial wellbeing.
From Concern
As a physician, you have valid concerns...
- Burdened by student loans
- Unsure where to invest
- Paying high taxes
- Worried about retirement
- High demands on your time or even burnout
To Financial Clarity and Wellbeing
Your custom plan will...
- Show you the best way out of debt
- Help you invest wisely
- Reduce taxes where possible
- Create a secure retirement
- Help you live your life without worry about money
Let's start your plan.
Not quite ready?
Real Cases

Tax Planning
A couple with high taxable income had been missing opportunities to reduce their tax bill. Their tax preparer, like many, focused on what happened the prior year, rather than providing tax advice about the upcoming year. In working together, we helped them to:
- Shift the location of their holdings to expand the tax free part of their portfolio
- Implement a charitable strategy that allowed them to claim a larger itemized deduction
- Defer income to a lower tax year

Estate Documents
A married couple had children at home, but did not have an estate plan. We worked together to:
- Identify a guardian for their children, personal representative, and agent to make financial and healthcare decisions if they could not
- Create wills, trust, and other documents using a respected estate planning service
- Update their accounts to coordinate with their new estate plan

Investing
A couple wanted to improve their portfolio. With retirement starting, they would now rely on their portfolio for income. Together we:
- Found and reduced excess risk
- Increased dividend and interest income
- Reduced excess fees and expenses
- Improved long-term expected returns

Retirement
A physician and her husband were contemplating retirement. Together we determined:
- The optimal Social Security timing for each spouse
- Whether to be insured by original Medicare with a supplement or a Medicare Advantage plan
- How much income their assets could generate in retirement
- How to reallocate their portfolio for secure retirement income
Why WisMed Financial?
Let's start your plan.
Not quite ready?
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Let's start your plan.
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