Financial & Tax Planning for Pre-Retiree Physicians

Concierge Tax, Financial, and Retirement Planning Programs Designed Specifically for Physicians aged 55+

The last handful of years prior to retirement, and the first few of years of life in retirement, are critical to get right. Designed for physicians who are closing in on retirement, our job is help set you up for your next phase of life, leveraging your years of hard work into whatever chapter you want to write next.

As money managers, CPAs, and fiduciaries, our job is to be your financial concierge - helping you make wise investment decisions, managing money, preparing and proactively planning for tax implications, building tax efficient retirement income plans, organizing your estate and trust issues, and anything else unique to your situation. We perform our Retirement Stress Tests to ensure that your retirement plans are durable and sustainable - meaning they will survive economic headwinds and mitigate market and longevity risks.

  • Maximize Your Career Exit

    The last handful of your working years are crucial to get right. We’ll help you maximize your last few of years of retirement contributions, review buyout arrangements, and contractual obligations, to maximizing your exit value, helping you finish your career financial strong.

  • Tax Efficient Retirement Income

    In retirement, all facets of financial life coalesce: tax implications, income-producing investments, estate complications, and household cash flow all work together. We will help you structure your financial life to keep things organized, tax efficient, and well-invested.

  • Living a Full Life

    No two retirements are the same - your story is unique. We will help you explore your vision for your next chapter, from new hobbies, to charitable endeavors, to family pursuits, and build the investments, tax, and financial process around it, stress-testing it every step of the way.

Steven K. Howell,
CPA, CFP

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

Being a successful doctor takes years of training, and requires skill, dedication, and resiliency. We want to help you leverage your hard work and abilities to find the financial freedom you deserve.

Across the country we work with physicians in many specialties and various points in their career. All of our services are tailored to your needs and come with access to our mobile planning app. Costs and fees can be found here. Message us below if you’re interesting in having a conversation to get to know each other.