Medical Professionals
We understand the things that matter to you most.
We help medical professionals by…
Maximize your lending and debt management solutions to help ensure that you have the capital that you need, when you need it, in order to successfully manage your practice. Together with his team, Thomas Fleishel, CFP®, can help equip and prepare you for navigating the challenges facing today’s medical professionals.
Establish the optimal retirement plan structure for you and your employees. Just as there are no “one size fits all” medical diagnoses, there are no “one size fits all” retirement plans. We work with you and an outside plan administrator to make sure that the plan that you have is the plan that works best for you and your employees.
Address risk management issues like protecting assets from litigation, loss of income due to injury or disability, improper asset ownership and business succession in the event of the departure of an owner or key employee.
Simplify your financial life and steer your energies towards what matters most like your family, career, hobbies and health. We can’t do everything, so why not do what you love and let someone else worry about the rest.
By coordinating and communicating with the other members of your professional team to ensure that everyone is on the same page. You do enough managing and coordinating in your professional life, so we work with you to make sure that all of your professionals from your CPA to insurance agent and attorney are all working together and working towards your desired goals.
Robert and his wife Desiree have two children. They have $350,000 in medical school debt and a mortgage with a 6.5% interest rate.
Robert is a younger partner in his late thirties, in a medical practice with three other older Pediatric specialists. The other partners had established a Simple IRA plan for their practice and are maximizing the contributions allowable. He and his wife Desiree have a $766,000 stock portfolio registered in Joint Tenants with Rights of survivorship she inherited from her family that Robert manages. Robert doesn’t have long-term disability coverage nor have they have set up a will. He handles the bills and family finances, but really doesn’t have the time to keep up with other financial matters.
This is a hypothetical example for illustrative purposes only.
Possible Wealth Solutions:
Using our Financial Life Planner, we will facilitate a comprehensive list of their goals with amounts, dates and titles for each.
After analyzing their financial information, we will present a detailed list of action steps to help them achieve their goals and minimize risks in their personalized Strategic Solution.
We could re-register their investment account into Tenants by entirety for improved asset protection and establish a diversified portfolio using tax efficient securities.
We could help them develop an updated legacy plan working with a specialized estate planning attorney.
Our Other Clients
At Fleishel Financial, our unique approach, combined with our proprietary financial planning services allows us to create a personalized approach towards helping you reach your goals.
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