Physicians
We know physicians have unique needs, particularly those who own their own practices. Learn about some innovative ideas we have to help you manage your wealth, while you help your patients and grow your business.
A Model for Managing Your Wealth and Mitigating Risk While Growing Your Practice
Wealth planning with a different approach for physicians.
We understand how demanding being a physician or medical practitioner must be, caring for and treating your patients, while building your practice. The Household Endowment Model® (THEM) was created for high net-worth individuals, including medical professionals who strive for greater-than-average returns from their portfolios, while protecting themselves during periods of high market volatility. We invite you to learn more about THEM in our free report, Wealth Planning Strategies for Physicians. Simply submit your information below to get instant access with our compliments.
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