508.316.1949

Wealth Management Team

Today’s medical and dental practitioners have plenty to think about from day to day.  Our pace today makes “busy” seem like too mild a description. When push comes to shove, planning often loses to more important issues of the moment. As time goes by, so does the opportunity to plan, leaving strategies undone. Plans can easily be outsourced, monitored and reported to you by qualified professionals, but it must start with a plan.

Dentists and physicians have special time related needs that can be satisfied with our planning and reporting services. We will show you your options for investing, wealth preservation, financial planning, estate planning and business succession. As specialists in working with dentists and physicians, we understand the challenges and opportunities that exist within your practice and for your personal wealth.

Our Six Step Process to Retirement Planning

LFG-Retirement-Solutions-Brochure_TNStage 1: The Retirement Plan Evaluator™

Our easy-to-use tool provides you with an evaluation of your company’s retirement plan objectives. We’ll also discuss and review funding strategies for fee administration.

Stage 2: The Retirement Plan Optimizer™

We conduct a feasibility study to help maximize the tax benefits of your retirement program for both your company and your employees.

Stage 3: The Fiduciary Shield™

Meeting your fiduciary responsibilities can be a complex process. We help control risk by developing a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers.

Stage 4: The RFP Manager™

We’ll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposals, and guide you in making an informed and knowledgeable decision.

Stage 5: The Edu-tainment Experience™

We manage every step of the transition from your current retirement program to your new program. We enroll your employees and educate them on the benefits of their new program. We’ll ensure their satisfaction through regular education and financial planning seminars.

Stage 6:  The Wealthcare Monitor™

We’ll manage the health and welfare of your retirement program over its lifetime, advising you on regulatory changes, program enhancements and investment due diligence on a quarterly or semi-annual basis.