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Wealth Management for Medical Professionals

As a physician in a successful medical practice, your time and money are valuable. That is why one of our top priorities is to address the unnecessary risk that is present in the vast majority of physicians’ financial plans.

Many physicians that we meet have some relationship with a financial planner, advisor, insurance agent, accountant, attorney, etc. When we take a holistic view of their planning, however, most are financially imbalanced. They are often exposed to unnecessary risks from embedded taxes, lawsuits, lifestyle factors, inefficient use of assets, etc. Failing to address all of these forces places downward pressure on their ability to build wealth.

At WestPac Wealth Partners, we bring together leading professionals in the fields of financial planning, taxation, law, practice management, succession planning, and client retention. This way, we can best assist our clients in addressing these issues and achieving optimal financial balance in their lives.

For a surgery to be successful, you need several team specialists available to address the various circumstances. Why would your unique planning situation be any different?

Planning for Retirement

Planning for Retirement

Planning for retirement can be tricky and complicated. For one thing, you have to deal with too many taxes - far more than most people.

You also have to find a way to save an adequate amount for retirement. With an annual limit of only $19,500 that you can contribute to a 401(k), you need to find effective and efficient ways around this to save the amount you need to.

Plus, there’s the challenge of student loan debt, which can be crushing and seemingly never-ending.

Complimentary Consultation

Due to laws, contribution limits, taxes, debt, and dozens of other factors, medical pension planning can be extremely daunting, time-consuming, and stressful. Fortunately, there’s a better way…We have a solution for you to simplify a successful retirement from the medical industry.

Contact us below for a complimentary consultation!

Our Process

Our Process

Planning for retirement can be tricky and complicated, but our financial professionals take the stress away and make your life so much simpler, allowing you to focus on your career and your life. We do the work for you.

There is no initial out-of-pocket expense, and there are no hidden fees. Our financial professionals truly want what's best for you and will do the work to make sure you are fully prepared for retirement.

To learn how WestPac can help pull your plan together and give you the clarity you've always wanted, contact us today for a no-obligation appointment, in person or via an online meeting, to see if we are a fit for you. It really is that simple.

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