Financial Planning
A financial plan serves as the foundation for your future. Our team is experienced in working with the distinctive financial requirements of physicians, physician assistants, and their practices. The fee-only financial plan created for you can include:
- Pre- and post-retirement planning
- Debt repayment planning
- Premature death, disability, and long-term care event modeling
- Life, disability and/or long-term care insurance analysis
- Estate planning
- Income tax mitigation modeling
- Portfolio evaluation
- Education funding strategies
Wealth Management
Our wealth management program tailors your account based upon your specific investment objectives.
- Account review to include pension, 401(k), 403(b), IRA, trust, and taxable accounts.
- Professional discretionary asset management of your brokerage accounts.
- Emergency cash reserve yield optimization.
- Asset allocation strategies to mitigate current income tax.
- Account registration and beneficiary designation guidance.
- Financial planning services referenced above are included in this service offering.
Retirement Services
It's important to invest your dollars — it's also crucial to invest in the people who work for you. We can provide retirement plan services for you and your employees through our affiliate, Northern Capital Retirement Services, Inc.
Plans We Offer
- 401(k) Plans
- Cash Balance Plans
- 403(b) Plans
- Simplified Employer Pension (SEP) Plans
- Simple IRA Plans
Let’s talk!
We’re ready when you are! The first step is verification of WSMA membership and an introductory interview.
View our company disclosures.
If you want to learn more about our business, just let us know and we'll send you a copy of our ADV Part 2A brochure.
