Other Services
Comprehensive Financial Planning Services for Doctors and Dentists
In addition to crafting bespoke retirement plans for your business, we can also serve as your personal financial planner. We offer a range of financial services for medical practice owners who want to achieve their financial goals and secure their family’s future. Whether you need help with financial planning, investment management, insurance, estate planning, or exit planning, we have the expertise and experience to guide you through every stage of your career and beyond.
Our founder, Patrick Wallace, is a CERTIFIED FINANCIAL PLANNER™ professional. This means that he has met the rigorous standards of education, experience, ethics, and examination set by the CFP Board, a leading authority on financial planning in the United States. As a CFP® professional, Patrick has the skills and knowledge to offer advice of every aspect of your finances, including:
- ^Cash flow management
- ^Risk management and insurance
- ^Investment strategy
- ^Retirement planning
- ^Business succession planning/exit planning
- ^Tax planning
- ^Estate planning
By working with Physicians Pension Fiduciary for your personal financial needs, you can rest assured that you are receiving the highest level of financial advice and service, tailored to your specific needs and goals.