Physicians

  • Physicians

    Helping Doctors Build a Healthy Financial Future

Helping Doctors Build a Healthy Financial Future

The pace of change in the medical profession shows no signs of slowing down. As a primary physician, specialist or surgeon, your family and patients are priorities, but you are stretched to meet the demands on your time. We often hear this from our physician clients, as they face financial constraints and uncertainty, leaving them concerned about how to create a secure future.

Today’s health care dynamics present an uncertain prospect that impacts all aspects of a physician’s life. Longer hours, shrinking reimbursement and escalating malpractice premiums and expenses are taking a toll. Impending health care reforms threaten your lifestyle options and financial future as well. Daily decisions you confront depend on you making the best choices, with little room for error.

Understanding all stages of a physician’s career enables Wealth Dimensions to provide more informed financial guidance to our clients. Our expertise combines years of experience helping physicians from a wide variety of specialties and practice environments—large physicians practices, staff physicians at hospitals, small physician practices—to chart the best course. We are able to quickly relate to your situation, speak your language, and leverage our medical industry experience. We use our extensive knowledge about investments, taxes, accounting, estate and charitable issues to chart a clear pathway to personal and professional financial success.

At Wealth Dimensions, we realize that as a physician you seek to balance your professional and personal life to gain more control and security. We are experienced in meeting the unique needs of physicians and their families by developing customized plans that enable them to better manage both their practice and their personal finances.

Our Services

Building a financial strategy custom designed to your needs.

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