Medical Professionals
The medical profession is challenging enough
without having to worry about your finances.
We help take the worry away.
For your practice:
Private medical practices compete in a challenging business environment. Couple the intricacies of modern individualized healthcare delivery with those of running a highly regulated business, and it is no surprise that owning an independent practice can be stressful.
We work with practice owners to provide advice and services that can help you address business-critical needs, such as tax reduction using IRS-approved plans tailored for small businesses, benefits advice, insurance planning, and financial management.
For you:
Doctors face unique financial challenges during their career: substantial student loan debt, years spent in training and residency before reaching peak earning potential, liability issues, and tax burdens that increase with their earnings. On top of these issues, they need to be planning for an eventual retirement from the profession.
CWS is well positioned to assist doctors in navigating the complex financial landscape unique to the medical profession. We provide a full range of financial services to career medical professionals including tax management, retirement income planning, estate planning, debt management, and insurance. Each person’s needs are unique, and we work with you to craft a financial plan relevant to all of the stages of your career.
Download a PDF copy of the book:
“9 Money Mistakes Doctors Make”
