Broker Check

197 Scott Swamp Road
Farmington, CT 06032

LinkedIn

860.606.0827

 
Retirement Accounts When You Change Your Job 18 Years Worth of Days How to Bake a Pie-R-A Preparation is the Key to Retirement

Physicians Wealth Strategies, LLC

Physicians Wealth Strategies, LLC was specifically created to help medical professionals organize and manage their personal and business finances. We specialize in protecting your income, your business and your family through proper insurance protection and asset management. Our extensive experience in the industry, along with state-of-the-art financial tools and strategic industry partners, develop a strategy designed to provide our clients with financial balance.

We understand the unique situations that impact a physician's wealth accumulation. Liability risks, employees, student loans, insurance and taxes are just a few of the outside forces that can cause getting on a balanced and successful financial path seem like a luxury that can wait. We understand the enormous time and mental demands building a practice involves. We are uniquely set up to serve as your financial specialists, working on your plan while you work your practice.

Using a personalized, concierge-level approach, our primary goal is to help doctors successfully navigate through their many unique financial options.

Financial planning for physicians is really about identifying the things that are important to you in your life and helping you achieve them. A proper plan takes into account your personal goals and constraints, the economic environment, current tax laws, and realistic investment expectations. We fully realize that everyone’s financial situation is unique. Our comprehensive process analyzes your financial position and lifestyle, creates an integrated action plan, and helps you execute this plan. Our duty is to act as the Chief Financial Officer for each of our clients, giving them the information they need to make financial decisions effectively.

  • Phase I - Identify Needs and Prioritize Objective
  • Phase II - Data Gathering and Analysis
  • Phase III - Financial Plan Presentation and Recommendations
  • Phase IV - Track Ongoing Progress

Helpful Content

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Strategies for smarter gift-giving

Strategies for smarter gift-giving

Stressed about the cost of gift-giving? You’re not alone. Here are some tips on how to be a savvier gift-giver.

Managing grief with financial preparedness

Managing grief with financial preparedness

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

 

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Why six figures might not mean what it used to

Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.

Financial wellness for everyone: Income protection

Help protect your income with disability insurance if illness or injury keeps you from working.

Review and refine your buy-sell agreement

A professional buy-sell agreement review with customized recommendations.

Credit Card Debt

We share tips to manage high-interest credit

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

View all articles arrow

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

View all videos arrow