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MEDICAL PROFESSIONALS

These days as a physician in a successful medical practice, your time is extremely limited and very valuable. That is why, one of our top priorities is to holistically organize and coordinate all aspects of your finances into your financial plan.

As Physician planning specialists, Hochheiser, Deutsch & Company, works with clients from residency to retirement and we understand the different opportunities that are presented to you in the ever-evolving healthcare landscape.  Many physicians that we meet have some relationship with a financial planner, advisor, insurance agent, accountant, attorney, etc. Yet, when we take a holistic view of their planning, most are financially imbalanced and exposed to unnecessary risks. We can help to reduce any exposures you may have and at the same time capitalize on planning opportunities.

An example of some of the areas that we work with our clients are:

  • Qualified Retirement Plans
  • Buy-Sell Agreements
  • Split Dollar Arrangements
  • Supplemental Life & Disability Income Protection
  • Personal Wealth Management Strategies
  • Executive Bonus and Deferred Compensation Plans
  • Captive Insurance Companies

Helping to Secure Your Lifestyle and Your Legacy