Financial Planning for Doctors

Integrated Planning
Our goal is to provide healthcare professionals with integrated financial plans that assist them in achieving and preserving wealth, financial well-being, and a life of significance.

Practice Structure
A well-balanced financial plan hinges on determining the business structure that best suits your practice. Selecting the most appropriate structure allows doctors to effectively protect their assets, maximize allowable income tax deductions and create the most effective retirement plans.

Risk Management
A sound risk management strategy provides doctors with the peace of mind to focus on patient care, confident in the knowledge that the most suitable mechanisms have been put in place to secure future practice income in the case of unexpected events.

Portfolio Design
Guidant Planning, Inc. seeks to help you identify the appropriate balance of risk vs. reward. Along with managed accounts and mutual fund programs from some of the industry's leading investment firms, we also leverage in-house competencies and capabilities to deliver expanded investment options.

Asset Protection
Guidant Planning, Inc. looks at each client's financial life in its totality, and we believe that integrated financial planning is not just about accumulating wealth. It's also about protecting your business assets and personal savings.

Desgined for Doctors Plan
As a doctor, you spend most of your life caring for others, leaving little time to devote to your own economic well-being. What's more, your income bracket makes you the target of every salesperson with a can't-miss stock, comprehensive insurance policy or innovative tax shelter.