Jump to Main Content

About Physician’s Institute

Physician’s Institute

Physician’s institute is an alliance of finance, tax and legal professionals providing integrated asset protection and financial planning solutions for physicians and their families.

Our philosophy

Physicians and their families deserve the same attention and protection offered any other business professional. Physician’s Institute believes educating providers on the risks and advantages of the many options available today is critical to selecting the best wealth management plan. Each plan should be tailored to the specific goals and needs of each client. Once a plan is completed and implemented they should be continually reviewed and updated to accommodate professional, personal, and regulatory changes.

As a practicing physician:

  • Do you want a wealth management and asset protect plan for you and your family?
  • Do you want guaranteed retirement benefits?
  • Do you want to take full advantage of the tax deferrable options available to you?
  • Do you need a succession plan? Do you need to fund your succession plan?
  • Do you want to minimize your taxable income (reducing your taxes)?
  • Would you like substantial death and retirement benefits on a tax-deductible basis?
  • Do you want to take full advantage of the most current regulatory changes?
  • Are you concerned about the high cost and coverage limits of malpractice insurance?
If you answered yes to any of the questions above, or if you have not had your wealth management plan reviewed by a professional within the past twelve months, we strongly advise that you contact Physicians Institute.

Physician’s Institute offers

  • Seminar and education programs
  • Business/Practice legal structure review & formation
  • Asset preservation and protection
  • Retirement and pension planning

Business organization

Which business structure is best for you? We help you sort through the different organizational structures for physicians, including tax implications and asset protection consequences.

Asset protection and wealth management

Developing a strategy for today's financial market can be a challenge. Physicians' Institute guides you through critical analysis of the financial management issues facing physicians. Alternative cash management techniques and suggested financial planning strategies assist you in asset protection and wealth management.

Retirement Planning

Pension planning can be complex with the many choices available and frequent regulatory changes. We help you analyze and select the most appropriate programs among ERISA regulations and fringe benefits programs such as defined benefit plans, IRAs and rollovers. Within this process we consider changing regulations, contribution limits, and the impact of the plans on asset protection.

Business succession planning

A comprehensive section for business succession needs to be a part of every physician's overall financial plan. We assist you in various alternatives including the selection of buy-sell agreements, funding options and tax aspects.

Evaluation form

Financial Needs Assessment Form (Adobe Acrobat PDF file)