Strategies for Medical Professionals – Legacy Wealth Advisors

Strategies for Medical Professionals

At Legacy Wealth Advisors, we believe in taking care of those who take care of us, which is why have a team of specialists dedicated to working specifically with Medical Professionals. By taking a personalized approach, we get a thorough understanding of both our clients and their practices, which empowers them to have clarity and success.

ADVISORY

We have an experienced team of financial professionals who will guide you to financial success.

WEALTH

We protect and grow your professional and personal assets so you can focus on growing your practice.

INSURANCE

Our insurance experts will analyze your practice and put together an insurance plan to protect and minimize your risk.

RESIDENTS AND FELLOWS

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How do I reduce my student loan payments?
How do I save more money every month?
How do I start planning for my own practice?
Should I consider paying down my loan or purchase a home?
How much should I be saving for my retirement?

PRACTICING PHYSICIANS

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What should I consider as a corporate structure for my practice?
What tax strategies should I use?
How do I manage my finances for my practice?
How do I manage my finances personally?
How do I keep key employees?

RETIRING PHYSICIANS

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How do I structure the sale of my practice?
What are the potential pitfalls when selling my practice?
How do I create a plan that provides for myself and my family and takes care of my employees?
What will I do in retirement?