Strategies for Medical Professionals

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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.

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We have an experienced team of financial professionals who will guide you to financial success.
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We protect and grow your professional and personal assets so you can focus on growing your practice.
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Our insurance experts will analyze your practice and put together an insurance plan to protect and minimize your risk.
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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?

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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?

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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?

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