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Kaiser Physicians

Wealth Design for Kaiser Physicians

Why We Specialize in Working with Kaiser Doctors

Kaiser as an organization sets the bar for high-qualify, affordable healthcare. In the world today with so many challenges in this area, we want contribute to Kaiser's continued success and help the people like you making a difference. 

We believe that by helping you achieve financial security and allowing you to focus on what you do best, you will be able to focus on providing care. 

Our goal is to be the premiere wealth design firm for Kaiser Doctors. 

Our Kaiser Expertise and Why It Is Valuable For You

Expertise in the Benefits through Kaiser:

    • Including the Common Plan (Pension Plan), the KEOGH and 401k plans, Disability Insurance, Life and AD&D insurance, Health Care benefits, time-off benefits, etc. 

Knowledge and Experience:

    • We understand your financial situations and have experience working with Kaiser Physicians in all stages of your careers:
      • Resident 
      • Associate
      • Partner 
  • The difference between having some planning done versus working with Kaiser experts can mean greater confidence in your plan as well as hundreds of thousands to millions of dollars depending on the situation.

How Is Our Practice Uniquely Set-up to Help Kaiser Doctors?

Objective and Fiduciary Planning Advice

    • Help create an actual customized plan to help doctors understand which benefits to utilize and to what extent, as well as how to manage cash-flow, taxes, investments, estate planning, insurance and risk management, etc.
    • Our Planning Process

No Assets Under Management (AUM) minimums

    • Many people in our industry will only work with clients that have a certain size portfolio to invest as this is the primary and in many cases only way they are compensated for their time and work.
    • We have a variety of ways that we can work with you including on a fee-only basis, thereby eliminating the need for you to have a certain portfolio size.
    • This is critical for younger doctors who need help on planning (see above) but do not yet have a large investment portfolio.

Family Office Experience (connection with other professionals, help and guidance in implementation, etc.)

Financial Modeling

Education In Our Business

    • After undergoing many years of schooling and training to become a Kaiser Physician, you expect (and rightly so) that people in other industries are educated in their craft, particularly financial planning as we are providing advice.
    • The advisors in our firm take great pride in educating ourselves and maintain a variety of professional designations including the Certified Financial Planning (CFP®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC), and Accredited Asset Management Specialist (AAMS).
    • We also work have professionals on our team with the Chartered Financial Analyst (CFA), Attorneys (JD), Masters in Business Administration (MBA), and many others.
    • Our Team

Educational Content for Kaiser Doctors

Check Back for Our Future Content Which Will Include:

  • Kaiser Specific Articles:
  • How to Transition Successfully from Associate to Partner and W-2 to K-1 Income
  • Disability Insurance
  • Maternity and Paternity Leave
  • KEOGH / 401k Plan
  • Life Insurance
  • Common Plan (Pension Plan)
  • Kaiser 'Early Retirement' at 58
  • Flexible Savings Account
  • Tax Planning
  • Estate Planning
  • Cash-Flow Planning
  • Kaiser Specific Podcasts
  • Videos 

Would You Like More Kaiser Specific Information? 

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