A physician's success hinges upon more than just their expertise in medicine. This is why Physician Advisors has developed a tailor-made process specifically designed for doctors so that when followed, prevents obstacles from limiting their business success. Since 1982, the expertise of our advisors has benefited thousands of physicians at over 300 medical centers, hospitals, and medical schools, which includes over 900 residency and fellowship programs, encompassing all specialties.

Here are the phases included in our process:

Training to Practice™ Phase

This phase addresses the legal and financial pitfalls that arrive as residents and fellows finish their training. Key areas include physician contract guidance, protecting income in the event of an accident or sickness, and putting together the right blueprint for personal financial management.

Practice to Retirement™ Phase

Once in private practice, there are many items that threaten physicians' ability to effectively build wealth. Areas such as taxes, inflation, debt, planned obsolesence, lawsuits and divorce. This phase begins by taking a snapshot of their financial health and develops a plan that can help them have the retirement they are working so hard to achieve.

Retirement to Legacy™ Phase

What do physicians want their retirement to look like and what kind of income do they need to have it? This phase makes sure they don't outlive their income and enables them to leave the legacy they want. At the distribution phase of their wealth, their ownership of assets, legal documents reflecting their wishes, limiting the amount of estate taxes they pay, are all factored in so that in the end, their wealth is transferred to their beneficiaries optimally.

Practice Management™ Phase

The complexities of running a practice can get in the way of patient care. Managers of practices can benefit from ways to simplify, streamline and take advantage of wealth building strategies that allow them to focus on what they do best - care for their patients, while at the same time maximizing employee engagement and running a profitable business.

Why Choose the Physician Advisors Process

It is a custom-designed legal & financial planning process that gives physicians the peace of mind they need to concentrate on building their medical career and providing for their patients. Our process hinges on the careful study of each client's individual needs utilizing our expertise to stay ahead of pitfalls and maximize their opportunities so that they can reach their goals for both the short-term and the long-term.