Medical Professionals

Strategic Wealth Consulting Group, Inc. provides integrated financial planning programs designed exclusively for doctors. We understand the unique earning, saving and spending patterns of physicians and dentists across different specialties and age groups, and utilize that understanding to build a customized financial strategy focused squarely on the needs and objectives of each doctor client.

One of our core competencies is to help doctors accumulate, preserve and enjoy the wealth that an extensive education and years of hard work have earned. In order to do so, we bring together a balanced financial platform of practice structure optimization, risk management, portfolio design and asset protection. SWC assists doctors by identifying inefficiencies in their existing financial strategies and correct these shortcomings. 

Business owners today face an increasing need to provide a retirement benefit for themselves and their employees. Therefore, assisting clients in selecting the right retirement plan is a crucial part of an integrated wealth management offering. Retirement plans not only assist clients in fulfilling their dreams of reaching financial independence sooner, but also provide significant tax advantages. 

Generally, eligible retirement plan contributions are deductible expenses to the business, and all contributions grow tax-deferred until they are withdrawn. Another benefit, often missed amidst discussion of positive economic factors offered by a retirement plan, is that it can promote positive employee relations, help to attract and retain quality employees, thus reducing the potential loss to business associated with a need to hire and train new employees. In light of this, generally, the question a business owner directs to his or her financial advisor is not whether a plan needs to be implemented but which plan is right given a very specific set of circumstances and goals. The choices seem overwhelming.

And that’s where Strategic Wealth Consulting Group comes in…………….