Building your future wealth while protecting your business

A mature male doctor with a stethoscope around his neck looking out a window with mountains in the background.

Your Private Practice

When you make the decision to leave the stability and comfort of a W2 job, your risks change, and so do your financial needs. You’ve lost your employer’s resources, group benefits, malpractice blanket, and structure.

New challenges include the possibility of your projected earnings slowing in the short term, building and keeping your team, and keeping on track for future goals or current lifestyle.

If you’ve been in your private practice for long enough to be profitable, some of your risks include employee retention, planning for how to optimize your money once it starts coming in, and closer to retirement- exit planning.

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Going out on your own doesn’t mean you have to do it alone.

Together, we help protect your lifestyle, build a path toward future goals, and provide group benefits to your team- all from one point of contact- saving you time on paperwork so that you can focus on doing what you love.

  • For your team or yourself, stay up to date on how well you are maintaining your lifestyle or planning for future goals.

  • There are several types of retirement accounts available to private practices. We can find one for you based on your personal and practice needs. There are also employer sponsored retirement plans for you to provide to your staff.

  • Self employment and partnership arrangements bring their own tax benefits and challenges. You don’t have to navigate these alone. Nor does your tax planning need to be separate from your wealth accumulation. Combining them helps you to find the net benefit, and pay no more than you legally owe.

  • Your business is an asset. There are several strategies you can use when you retire other than simply closing your doors.

  • In the event something happens, and you are unable to work for a period of time, how do you keep your business going?

  • Help your employees have adequate health insurance policies. HDHP and traditional health insurance available.

  • Help your employees protect their income in the event of a disability.

  • Help your employees’ families maintain their standard of living if something happens.

  • Commercial insurance policies including general liability, property, and business owner policies

  • Malpractice insurance specific to your practice or specialty.