DBR Physician Wealth
A Custom Financial Service for Medical Professionals
Medicine is a greater calling, requiring professional devotion and a rigorously trained skillset. DBR & CO seeks to bring that same level of dedication, skill, and expertise to financial services.
Medical Professionals Have More Complex Financial Needs
Solving for these unique circumstances can lead to substantial financial expense and deplete your most valuable resource: time.
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Significant & Varied Personal Liability
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Rapid Income Inflection
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Complex Tax Position
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Increasingly Complicated Compensation & Employment
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Late Start in Saving, Investing and Family Planning
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Education and Personal Debt
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Professional Stress and Burnout
71%
of physicians are not confident in retirement due to late start or not saving enough
48%
of physicians feel they are behind in saving for retirement
13%
of physicians began saving before or during residency
A Unique Service, Tailored to the Unique Needs of Medical Professionals
DBR Physician Wealth adds unique financial expertise beyond the industry's traditional but limited retirement planning focus. DBR Physician Wealth seeks to compound your personal time and your personal wealth in a way traditional models cannot.
Asset Protection
Protect assets from all possible liabilities, not just professional malpractice
Strategic Tax Planning
Proactive tax management and preparation to reduce tax liabilities and maximize tax efficiency
Retirement & Early Retirement Planning
Detailed financial analysis to ensure a successful retirement on your terms
Compensation & Employment Consulting
Income benchmarking, compensation evaluation, contract review
Network of Medical Industry Professionals
Access to an extensive network of healthcare, legal, and financial professionals
Investment Management
Portfolio management to preserve assets and grow long-term wealth
Insurance Portfolio Management
Comprehensive review of all insurance policies to identify coverage gaps and minimize costs
Estate Planning
Establish the critical details of your estate and your legacy
Education Planning
Properly planning to fund higher education and keep up with the rising costs of education
SCHEDULE AN INTRODUCTORY CONSULTATION
For more information about DBR Physician Wealth, please call us at 412-227-2800 or contact a member of the team:
FINANCIAL ADVISOR
FINANCIAL ADVISOR