Career Phases


Early-Career: Internship & Residency

  • Reducing Debt
  • Life Insurance
  • Disability Income Insurance
  • Student Loan Payment & Budgeting

Mid-Career: Attendings & Private Practice

  • Employment Contracts
  • Partnership Agreements
  • Disability Income Insurance
  • Life Insurance
  • Understanding/Optimizing Group Benefits
  • Corporate Retirement Plans
  • Wealth Accumulation
  • Financial Independence (What will it take for you to be on track for retirement?)

Late-Career: Retirement & Succession Planning

  • Business Succession Planning
  • Retirement Income Streams
  • Wealth Preservation
  • Life Insurance
  • Long-term Care Protection
  • Trust Services and Legacy Planning

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