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Healthcare Professionals

Committed to Helping Healthcare Professionals Plan Their Futures

Although we are proud to serve all of our clients with their financial planning needs, we specialize in working with those that are employed in the healthcare industry. We understand that as a medical professional, you may not have the time, the energy, or the desire to organize your finances by yourself, which is why Whitehouse Wealth Management is here to help you plan for your financial future without any hassle. We offer a variety of financial planning services for healthcare professionals so that you can live the life that you want and trust that your finances are in safe hands.

How We Can Help You as a Healthcare Professional

More specifically, our team is trained in navigating frozen pensions and pension buyout offers, assessing eligibility for student loan forgiveness programs, and examining employee benefits including:

  • 401(k), 403(b), and other retirement packages
  • Deferred compensation plans
  • Early retirement projections
  • Bridging the gap between social security and Medicare benefits

Financial planning for medical professionals starts with identifying assets and creating a plan that protects them. Quite simply, a physician is his or her most important asset, and a comprehensive plan is needed to properly protect a professional’s future. If these areas are something that you as a healthcare worker have considered developing, schedule an appointment with us today to learn more about the benefits of creating a solid financial plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (360) 524-7578