Jimmy J. Cusimano

Our team has over 30 years of combined experience working with entrepreneurs, families, and the medical community.

Jimmy Cusimano has a subspecialty in assisting Kaiser Permanente SCPMG physicians with their financial planning needs.

We help Kaiser SCPMG physicians plan for

• Risk Planning: evaluate potential life insurance and disabilty insurance gaps for Kaiser SCPMG associates and partners. 
• Retirement Income Planning: SCPMG 401(K), Keogh Plan, and Common Plan projections
• Kaiser SCPMG benefit audit
• Estate Planning
• Cash Flow Planning

Jimmy Cusimano is a member of Physician's Nationwide. Established in 1961, Physicians Nationwide is a large and long standing group of financial professionals dedicated to helping physicians reach their financial goals. With stringent requirements for membership, Physicians Nationwide members have the expertise, credentials and years of professional experience to address issues that matter to you at every stage in your life.

https://physiciansnationwide.com/

Jimmy Cusimano is not affiliated with Kaiser Permanente.   This information has not been reviewed, approved or endorsed by Kaiser Permanente and is provided for general education purposes only. This information is not intended as tax or legal advice.  Financial Representatives don’t render tax advice.  Consult with a tax or legal professional for advice specific to your situation.  Employees should refer to their official benefit plan documents from their employer for the final say on all plan benefits.   

We help entrepreneurs plan for:

• Liquidity Events
• Key Employee Retention Planning
• Qualified Retirement Plans
• Risk Management