Medical Professionals

As a medical professional, your financial situation may be more complex than that of most people. 

Our firm understands that managing a practice, working in a hospital, keeping up with your continuing education, and caring for others is a full-time job, making it difficult to properly manage your finances as well. Just as your patients trust you as the expert looking out for their best interests, our clients rely on us to be their financial experts.  We are committed to always acting in your best interest.

RESIDENTS & FELLOWS

Congrats! You got matched but something doesn't feel right. Are you feeling like there aren't enough hours in the day to become a great doctor while ensuring you are making the right financial decisions? Your situation is different than the average person's and needs specialized attention and unique solutions. 

With prudent planning and proper guidance, you can survive the remainder of your residency/fellowship program and will ultimately have a fulfilling career, and enjoy the financial reward that accompanies it. Here are some tips for you: 

  1. CREATE, UPDATE AND STICK TO A BUDGET
  2. BUILD AN EMERGENCY FUND
  3. CREATE A PLAN FOR STUDENT LOAN REPAYMENT
  4. PAY DOWN DEBT AND BUILD GOOD CREDIT 
  5. PROTECT YOUR PAYCHECK

MID-CAREER PHYSICIANS 

There is a flurry of advice available to physicians between the media, colleagues, friends, and well-intended family. Our job is to help you cut through the clutter. 

Our team can help you get your finances organized, prioritize your goals and create a financial roadmap to follow.

medical

Business Planning

Whether you’re thinking about launching a new business or planning to expand an existing one, we can help you create, grow and protect your business’s value.

We’ll work with you to develop a personalized financial plan with solutions designed to meet the unique needs of your business, with strategies to:

  • Integrate all aspects of financial planning for your business and your personal life to ensure success on both fronts.
  • Minimize risk by being prepared for the unexpected.
  • Safeguard your business with coverage to help offset the loss of cash flow if you become sick or hurt.
  • Recruit and retain employees with competitive benefits programs.
  • Enhance your benefits programs to reward employees who are key to the success of your business.
  • Transition your business smoothly with a properly designed and funded business succession plan.

Retirees

Now more than ever, planning for your retirement is critical. Gone are the days when pensions and Social Security provided all of the income you needed for retirement. The new reality is that you are responsible for managing your own retirement, and that starts with making sure you’re strategic in your planning.

We can help. At P&W our approach to retirement planning is designed to help you get to – and through – retirement with a greater level of financial confidence, so you can relax knowing you have a road map to achieve your goals.