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.
As a physician, you have valid concerns...
Your custom plan will...
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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:
A married couple had children at home, but did not have an estate plan. We worked together to:
A couple wanted to improve their portfolio. With retirement starting, they would now rely on their portfolio for income. Together we:
A physician and her husband were contemplating retirement. Together we determined:
We understand your unique needs and challenges.
As a company owned by the WI Medical Society, our profits support the continued work of the Society on behalf of the physician members.
We are independent. We do not represent a brokerage firm or insurance company.
As a fiduciary, we are obligated to do what is in your best interest at all times.
“Being a CERTIFIED FINANCIAL PLANNER™ [professional] is largely considered the gold standard in financial planning.” - US News & World Report, Jan. 31, 2019
There are no commissions or revenue sharing. As fee-only advisors, we are paid by you, period.