Physicians

Financial Planning for Doctors Nearing Retirement

For Doctors

For Resident Physicians

Attentive and deliberate financial planning

The final few years before retirement are crucial for doctors, as they require a close eye on your financial and professional plans to ensure the transition all goes smoothly. From analyzing all your assets to adjusting your investments, we carefully construct a financial plan to lock in a strong financial future for you and your family. Here’s how:

1

Simplicity in financial Design

As a doctor with decades of work and experience behind you, you may also leave a trail of complex assets and tax documents. From self-employed practices to time spent at hospitals — both for-profit and non-profit — our team of wealth advisors will identify all of your assets to create a plan that’s simplified ahead of retirement. We’ll also conduct in-depth asset and tax planning to ensure your investments are in great shape in the final stretch of your career so you can feel more secure about your years after medicine.

2

A smart approach to spending and saving

It’s easy for many doctors well into their career to push pause on retirement and savings plans due to their high income and asset value. In several cases, we also find that doctors aren’t maximizing their retirement contributions due to high spending or expenses. Our wealth advisors are trained to understand this unique position for doctors and create smarter, more tailored plans to minimize spending and maximize saving. With our help, you’ll be best prepared to live with a comfortable yet sustainable post-retirement income.

3

Planning for life after medicine

At TCI, we don’t just focus on the years leading up to your retirement. We take a step further to challenge doctors to think about their purpose after retirement. What does life look for you? What future plans do you have for yourself and your family? We sit down to map out all of your goals post-retirement and make the necessary adjustments to help you make them happen.

Why a Family Chief Financial Officer may be just what the doctor ordered

When was the last time you examined your finances? No, really looked at them in regards to where you are today, what you’re spending now, and how your financial plan will determine your future lifestyle?

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Featured Advisor

Mickey Abeshaus, M.D., CFP®

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Why choose TCI as your wealth advisors?

Just as patients need a doctor who’s an expert in their field, doctors need an advisor who’s an expert in theirs. We understand that a general financial plan won’t work for everyone — especially retiring doctors. Our experienced wealth advisors know the unique financial experiences and complexities doctors face throughout their career and post-retirement. We’ll sit down with you in our initial discovery meeting to learn more about you, your family, and how we can ensure the next phase of your financial journey is heading in the right direction.

A team approach

At TCI, we take an academic approach to investing. We don’t just act as an investment manager; think of our team as your financial primary care provider. We’ll assemble the right team of experts and advisors to provide you ongoing education, resources, and personal sessions to match your exact needs — all while helping you achieve your financial goals.

A fee-only firm

TCI Wealth Advisors is an independent, fee-only firm, which means that you’ll work with a dedicated team who knows your situation, goals, and accounts intimately. As a fee-only firm, you’ll have transparency on the fees associated with working with us, and you won’t have to worry that our advice is based on commissions or hidden fees.

To learn more about our comprehensive wealth management and estate planning services, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.

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Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

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