Who We Serve

Physicians & Dentists:

With healthcare reform uncertainty, rising malpractice premiums, shrinking revenues and growing government regulation, it has never been more important for physician’s to make wise decisions about their finances.  We take the time to understand your unique situation and educate you on your options.  Our planning services begin by organizing all of your financial data and documents in one place. We then develop a flexible asset management strategy that is integrated with your cash flow planning & debt management, protection planning & risk management, and estate planning & tax strategy.

The clarity and focus we bring to your personal finances often proves beneficial to your practice as well.  Integrating the financial success of your practice with the specific needs of your personal financial plan is a critical step in our process. 

Medical Residents & Young Physicians:

The financial decisions you make at this critical time in your career can have a lifelong impact on your future. At Legacy Planning Partners, we help medical residents identify solutions to obstacles commonly encountered by young professionals. Our planning services and educational workshops are designed to provide you with the information you need to make smart decisions and increase the likelihood that you will achieve your personal goals. 

Our team of advisors can help you with the key financial issues that you will face from residency to years in practice and through retirement.

Our Services Include:

• Debt Management (student loan/mortgage)
• Protecting your Income
• Cash Flow Planning (helping you maximize your lifestyle)
• Document Review
• Retirement Savings
• Wealth Accumulation
• Tax Strategies 
• Practice Management

Contact us to learn more