Physicians and Dentists
I truly understand the medical community. I have several physicians in my family, and many of my friends and clients are doctors and dentists, so I have seen firsthand what it’s like.
You usually start your earning years later and with significant debt due to your additional years of education. When medical professionals face outside stress, the quality of their care that they provide can suffer. This is why the last thing you need to worry about is your financial future—you should be focused on your patients, not your tax rates or planning for retirement.
At Strategic Financial Partners of Kansas City, we offer holistic financial services for our doctor and dentist clients. Just as there is no single treatment or medicine that is best for every patient, there's no one product that works for all of our clients. Instead, the services that we provide are individualized for your specific situation
Some of the key financial issues we can address:
- Retirement Finances
- Children’s Educational and Future Needs
- Investment Strategies
- Tax Planning
- Asset Risk Management and Protection
- Cash Flow
- Business Retirement
- Legacy Planning
- Estate Planning
We also take your privacy as seriously as you take the privacy of your patients, and will not even share with others that you are our client without your express, written permission.
If you would like to learn more about how we can help, contact us at 913-322-9177, or by email at firstname.lastname@example.org.