CONCIERGE SERVICES FOR MEDICAL PROFESSIONALS

  • We have specialty services for medical professionals that helps bring focus to the overall financial health of their practice. 
  • We can help improve and provide you with proactive and specific ways to minimize taxes and gain profitability for your retirement.
  • In 2022, you could save up to $245,000 for retirement in a pre-tax way through retirement plans. 
  • We find that many business owners would like to save more for retirement pre-taxed, but do not know the ways in which to do so

How would the ability to save significantly in taxes impact your practice and your bottom line?  

We can analyze what strategies would best suit you and your practice by completing our Client Information Questionnaire.

  This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Client Information Questionnaire when completed and returned to our office, will allow our team to take a look at specific ways in which we can make an impact in your practice.

To request your Client Information Questionnaire, please send an email to:   kdsullivan@lpl.com


CONCIERGE STRATEGIES INCLUDE:

  • Maximizing Retirement Plans & Contributions
  • Succession Planning for Retirement
  • Buy/Sell Planning for your Successor (even before retirement)
  • Key Person Analysis & Planning
  • Wealth Management Services
  • Financial Confidence Planning
  • Retirement Analysis
  • Employee Financial Planning at discounted rates
  • Disability Income Planning
  • Estate Planning Strategies

CONCIERGE SERVICE AND MONITORING

  • Quick Response & Service:  Same day / intra-day / priority callback and/or email responses
    • Advisor cell phone for after hour access
  • Regular, Proactive Meetings
    • Face-To-Face Meetings
    • Video Conferencing
    • Phone Meetings
  • Access to Professionals in Specialty Services***
    • CPA's & Tax Planning Specialists
    • Attorneys
    • Bankers / Private Bankers
  • Educational Services 
    • Webinars
    • Live Events
    • On-Site Trainings

***You are under no obligation to use the services of any of the Professionals, and may choose any qualified professional to provide specialty services described above. These professionals and their services are not affiliated with LPL Financial and K.D. Sullivan Wealth Strategies.