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Tax Planning Services
Tax Planning is often an important part of a financial decision. We can refer you to tax professionals experienced at working through the issues physicians encounter. With their assistance, you can get support and services for tax returns, income taxes, retirement plans, human resources and practice management.
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Property and Liability Protection
It’s a must to get protection for professional liability, your home, autos and employment. Physician Advisors offers access to a team of agents who can guide savvy medical professionals like you to the right kinds of companies and coverage to fit your individual needs.
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Legal Guidance
Many phases of a physician’s financial life require legal counsel. We can introduce you to a team of attorneys who are skilled at covering these issues, including physician contracts, wills and trusts, estate planning, and family limited partnerships.
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Medical Insurance and HSAs
Proper health care is essential to prevent medical bills from getting out of control. Through Physician Advisors, you can gain access to a network of professionals who provide individual and group health, dental, travel, Medicare supplemental and student health insurance that meets your needs.
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Banking Services
Whether you have basic personal or business banking needs, or want to finance your home and other properties, Physician Advisors has relationships with professionals who proactively meet your specific banking and financing requirements.
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Real Estate Consulting
Managing your personal residence, condominium, lake home/cabin, office space for your practice or other investment properties are a crucial part of your financial health. The Physician Advisors team partners with firms who guide our clients to the right kinds of properties to live in, vacation in, and/or invest in.
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