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Medical Professionals

Whether you are a medical professional who is just starting your career or have been in practice for decades and are preparing for retirement, you may not have a clear plan for your wealth that is managed by a team of experts. We offer comprehensive and personal wealth guidance with awareness of the unique challenges you face. Our work with medical professionals extends to your practice staff with our comprehensive retirement plan offerings. We’ll help you select the right retirement plan for your office, remove the burden of plan management, and work individually with your staff on their retirement goals.

Through personal experience, the advisors at Integrated Wealth understand the medical industry at an intimate level. From Ambulatory Surgery Centers (ASCs), to imaging centers, assisted care facilities to physician-owned acute care hospitals; our in-depth knowledge of the industry can help independent physician groups build unique retirement plans and establish physician-owned facility benefit offerings. 

Financial planning for medical professionals requires specific knowledge and a skill for navigating student loans, insurance matters, practice partnerships, and more. We are dedicated to delivering the highest level of financial planning for the medical professionals we serve. We offer a high-touch, custom-tailored approach to financial planning and the creation of tax-efficiencies while collaborating with you toward achieving financial stability and peace of mind.

Financial Planning Priorities for Medical Professionals

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Overcoming Debt & Building Financial Security

11Most medical professionals face towering student loan debt. At the same time, they are just starting in their profession and are beginning to save for long-term goals, including retirement. In fact, most medical professionals have student debt of over $200,000.1They are further hindered in their financial plans by a lack of time to focus on financial planning goals, learning how to meet them, or the ability to stick to a plan. 



At Integrated Wealth, we take the burden of financial planning and planning for debt reduction off your plate. We will work with you to develop a customized financial plan that considers student debt while balancing that with goal achievement and retirement needs.

Developing an Investing Strategy

Medical professionals have unique characteristics when it comes to financial planning. A Northwestern Mutual study on medical professionals’ priorities discovered that medical professionals display patience and resolve when markets are volatile and rarely make changes to their portfolios.1 The study also found that asset appreciation was more important to medical professionals than capital preservation. 



At Integrated Wealth, we can build on your strengths and design a personalized investment strategy that works for you while you provide for others' medical needs.


Managing Career Risk

Managing personal and professional risk is a significant concern for medical professionals. Personal risks such as suffering from a disability and the inability to work and professional risks like malpractice issues are often concerns. Insuring against these risks is an essential component in financial planning for medical professionals.  



At Integrated Wealth, we offer risk management solutions that can relieve additional stress. Disability and life insurance can provide a safety net, and we can help by finding the right policies to serve your unique needs.

The Financial Life Cycle of a Medical Professional

From the time you enter a medicine program to the time you retire from your career, you will go through multiple financial stages. These stages are different, to no small extent, from those of non-medical professionals. Below are the six stages of a medical professional’s financial life and the financial needs you may have in each stage. As you will see, the needs and focus on your finances will shift and change. Regardless of the financial life stage you are in, we can help, from budgeting to retirement planning to retirement income planning, Integrated Wealth is here for you.

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