Advice-Only Retirement Planning for Physicians
To see if we are a good fit: email David@FiPhysician.com
DIY physicians want someone to double check their progress towards retirement. Advice-only recommendations have no conflicts of interest and no sales.
Once you understand your retirement options, retirement income planning is a must! Moving from accumulation to spending your nest egg is serious business with lot of moving parts.
Hourly Advice-only Planning: $275
Issues Commonly Addressed:
When to claim social security.
Options for Healthcare in Retirement.
Setting up a Tax-Efficient portfolio.
What is the best way to leave money to my children?
Roth Conversion Planning:
Taxes are often a retirees largest expense. How can you optimize taxes not only this year, but for the next 20 years? Having a tax projection during your tax planning window helps decide how much you can optimally withdrawal from your retirement accounts.