For medical practices
A plan for your practice.
Support your team. Plan for ownership. Connect the business decisions with your own financial life.
Where can we help?
Built for how a practice works.
A medical practice is not a generic small business. One plan may cover physician-owners, clinicians and staff with very different pay, goals and tenure.
Plans for mixed teams
Compare traditional and Safe Harbor 401(k), profit sharing and cash balance options against your actual census.
Fiduciary duties
Sponsoring a retirement plan carries duties to your employees. Know what they are and who shares them.
Advice in your interest
As your investment adviser, we must act in your best interest.
Read our relationship summaryHow we work with practices.
A first conversation
We learn your structure, payroll and what owners and staff need before recommending anything.
A written recommendation
Plan type, contributions and testing approach, with fees and each provider’s role in writing.
Implementation and reviews
Setup coordinated with your providers, accountant and attorney, then regular reviews as the practice changes.
Let’s talk about your practice.
Tell us what is changing and where you need clarity.