How Financial Planning is Different for Physicians
Doctors need financial planning that considers the unique circumstances, challenges, and financial risks that come with their profession, such as:
- High Educational Debt
- Delayed Earning Potential
- Regulatory & Insurance Challenges
- Liability Concerns
- Asset Protection
- Shorter Careers for Surgeons & Longer Retirement
Winthrop Partners knows the financial planning hurdles and opportunities for early-career, mid-career, and late-career physicians. We’ll work with you to create a customized financial plan that addresses your specific needs and goals and be your partner as you progress through your medical career.
How we Help Physicians with their Financial Planning
Types of Physicians We Help
We help all types of physicians, including high-risk specialties who have high costs associated with malpractice premiums and lawsuits.
We can help:
- Heart surgeons
- Bariatric Surgeons
- Orthopedic Surgeons
- Plastic Surgeons
- Private Practitioners
Financial Planning for Doctors FAQ
The views, opinions, and content presented are for informational purposes only. They are not intended to reflect a current or past recommendation; investment, legal, tax, or accounting advice of any kind; or a solicitation of an offer to buy or sell any securities or investment services. Nothing presented should be considered to be an offer to provide any product or service in any jurisdiction that would be unlawful under the securities laws of that jurisdiction. All investments involve risk, including the possible loss of some or all of the principal amount invested. Past performance of a security or financial product does not guarantee future results. Investors should consider their investment objectives, risks, and risk tolerances carefully before investing. The Firm has made every attempt to ensure the accuracy and reliability of the information provided, but it cannot be guaranteed.