New Physician Financial Planning
As a physician getting started with your career, you have important decisions to make that will impact your financial future. Determining the best plan to pay down student debt, purchasing a new home or car, and what types of insurance you need to mitigate your risk are just a few of the things you will be considering. Minimizing taxes while building your retirement accounts should be another focus as you begin to increase your earnings. We can help you get started with your financial plan now to make sure you are building a solid financial foundation for your future.
Giving and Legacy Planning
After years of successfully practicing medicine, many of our physician clients are interested in finding additional ways to give back to the community. They have accumulated more than sufficient wealth to see them through the rest of their life and provide for their heirs. At SVA Plumb Financial, we can help you create a strategic giving plan that will help you contribute to a community, charity or cause you are passionate about, while also planning to ensure financial stability for your family.