Physicians – A Prescription for Your Financial Health
Your time is limited. Your financial decisions are not. We provide wealth management for physicians with a structured approach that brings clarity across investments, taxes, and risk.
Tailored Financial Planning for Medical Professionals
As a medical financial planner, we help you simplify complex decisions and stay organized across key financial areas.
- Investment and portfolio management
- Retirement planning (401(k), Solo 401(k), Defined Benefit Plans)
- IRA rollovers and risk-based portfolio allocation
- Tax-efficient investment strategies
- Student loan repayment planning
- 529 college savings planning
Risk Management
Protect your income and assets with the right coverage
Disability insurance
Liability insurance
Practice overhead and business protection
Key person insurance
Life insurance
Long-term care insurance
Practice & Estate Planning
For physicians managing or building a practice
Complimentary practice valuation
Buy/Sell agreement planning
Retirement plan design for your practice
Trust setup with legal partners
Tax-efficient wealth transfer strategies
Donor-advised funds for charitable giving
Schedule a consultation to align your practice and personal financial strategy.
How We Deliver Value
Our approach to financial planning for medical professionals focuses on coordination
Aligning investments, taxes, and insurance
Ongoing plan reviews and adjustments
Integrating personal and practice-level finances
Structuring savings across taxable and tax-advantaged accounts
Planning at Every Stage
Residents & Fellows
Student loan strategy, insurance planning, early retirement setup
Practicing Physicians
Income allocation, investment strategy, tax planning
Practice Owners
Business integration, retirement plans, tax optimization
Start with a Clear Plan
If you’re looking for financial advice for medical professionals, we offer a structured approach tailored to your career and financial goals.
Contact Balaji Rao at brao@bngwealth.com or (949) 981-3981 to schedule a complimentary consultation.