Helping two physicians build a meaningful legacy
We assisted a couple in their late 50s, both successful physicians, as they prepared for retirement and focused on creating a meaningful legacy. With a combined net worth of $9 million and annual earnings of $1.1 million, they needed a plan that addressed their unique financial situation, including ownership of a surgery center, charitable giving, and their children’s differing financial trajectories.
Our tailored approach helped them transition into retirement while balancing career adjustments, philanthropic goals, and plans to purchase a second home in a tax-free state. By considering their family’s needs and future ambitions, we crafted a comprehensive strategy that positioned their wealth to support multiple generations while maintaining their values and vision.
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