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Financial Planning for Vermont Healthcare Professionals

Wherever you’re at with your individual retirement journey, we can step in and help you reach your goals. We specialize in financial planning for health care workers. Physicians feel financial pressure from many angles, from education loans to performance-based pay. So, how can you pay off your student loans and other debt, put your children through college, and retire comfortably at an age that works for you? 

Certain aspects of your career can affect your finances including tax implications, how much you can save for retirement, when you can retire, and so much more. While it is seemingly beneficial for busy, corporate healthcare workers to allow their employer to take care of health plans, disability insurance, and retirement, there are many benefits to seeking a financial advisor to partner with and take control of your finances.

<i><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Financial Complexities of Healthcare Workers</span></i>

Financial Complexities of Healthcare Workers

As a healthcare professional, you may be regularly exposed to lawsuits, so protecting your assets is just as important as continuing to grow them. When running your own medical practice, you will need to consider employees, payroll, business taxes, company retirement plans, deferred compensation, health insurance, and the day-to-day operations of your practice. This can feel overwhelming, but when you have a financial advisor at your side to navigate these many complexities, you can breathe a sigh of relief knowing that you’ve got the pros helping you make informed decisions about your personal and business finances.

<i><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Where should I invest my retirement savings?</span></i>

Where should I invest my retirement savings?

When it comes down to investment accounts, tax-free is better than tax-deferred which is better than taxable. When you begin investing, it is always smart to max out your tax-free and tax-deferred options, like a 401(k) first. It is important to note that if your employer matches a certain percentage of your 401(k) contributions, you should maximize these benefits to get the full use of the match.

<i><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Private Practice</span></i>

Private Practice

As a healthcare professional, you may be regularly exposed to lawsuits, so protecting your assets is just as important as continuing to grow them. When running your own medical practice, you will also need to consider employees, payroll, business taxes, company retirement plans, deferred compensation, health insurance, and the day-to-day operations of your practice. This can feel overwhelming, but when you have a financial advisor at your side to navigate these many complexities, you can breathe a sigh of relief knowing that you’ve got the pros helping you make informed decisions about your personal and business finances.

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