You’ve built your career on precision and exceeding expectations as a surgeon. Shouldn’t your retirement plan reflect the same commitment? Move beyond the “average” approach and develop a strategy tailored to your unique goals and lifestyle aspirations.
At Surgeons Capital Management, we offer high-net-worth wealth management, empowering you to take control of your financial future. We guide you in creating a customized retirement plan that utilizes the advantages of both qualified and non-qualified plans. Our comprehensive approach is designed to ensure that your financial strategy matches your dedication to excellence, helping you achieve a more secure and prosperous retirement.
Our experience in wealth management for surgeons allows us to tailor strategies that address your specific circumstances. Whether it’s helping you optimize your tax-advantaged accounts, manage your investment portfolios, or planning for legacy and estate considerations, we provide comprehensive strategies designed for your success.
We are among the country’s leading financial advisors for surgeons. Let us help you navigate the complexities of retirement planning with confidence and clarity. Work with Surgeons Capital Management to create a retirement plan designed to meet your needs and reflect your ambitions and achievements. Secure a prosperous future with a plan as exceptional as your career.
Here’s What Sets Us Apart
We focus on helping surgeons maximize their wealth while minimizing their risks. Here are some compelling reasons for you to work with us.
Deep Understanding of Surgeons’ Needs
As respected financial advisors for surgical professionals, we understand the unique challenges and opportunities that surgeons encounter in retirement planning. Our team tailors financial strategies to align with your specific income level, risk tolerance, and lifestyle aspirations. We speak your language and customize your solutions to meet your distinct financial goals, ensuring a seamless transition into retirement.
Our approach goes beyond generic advice. We provide bespoke strategies that cater to your professional and personal circumstances. By recognizing the intricacies of your career, we offer comprehensive retirement plans designed to maximize your financial security and reflect your aspirations.
We offer dedicated support and experienced guidance throughout your retirement planning journey. Our team stays up to date with the latest financial trends and regulatory changes, helping ensure your plan remains relevant and effective. Work with us to secure a future as successful as your career.
The Power of Choice
At Surgeons Capital Management, we believe in the power of choice for your retirement planning. We explore the full scope of financial planning and retirement plans specific to surgeons designed to maximize your savings potential.
Qualified Retirement Plans
Qualified plans, such as 401(k)s, Defined Benefit plans, and IRAs, offer significant tax advantages. Contributions to these plans often reduce your taxable income, and the growth of your investments is typically tax-deferred. These plans provide a structured and secure way to accumulate retirement savings, making them a foundational element of your retirement strategy.
Non-Qualified Retirement Plans
In addition to qualified plans, we examine non-qualified options like deferred compensation plans and executive bonus plans. These plans do not have the same contribution limits or early withdrawal penalties as qualified plans, providing greater flexibility. Non-qualified plans can offer supplemental savings potential, allowing you to exceed the limits imposed by traditional plans.
By incorporating both qualified and non-qualified plans, we can ensure a comprehensive approach to your retirement savings. This flexibility allows you to tailor your retirement strategy to your unique goals and circumstances, helping to ensure you reach your retirement objectives.
Healthcare Needs
We evaluate your healthcare requirements, including insurance options and potential medical expenses, to safeguard your well-being throughout retirement.
Tax Implications
Our strategy incorporates tax planning strategies to help minimize your tax burden. We analyze your income sources and investment choices to optimize your tax situation, which should enhance your overall savings.
Estate Planning Strategies
We assist with estate planning strategies designed to ensure your assets are protected and efficiently transferred to your beneficiaries. We can work with your attorney to review wills, trusts, and other legal mechanisms to preserve your legacy.
By considering these critical factors, we can build a comprehensive retirement strategy designed to safeguard your future and offer you financial confidence. This holistic approach can not only secure your financial future but also allows you to retire with confidence and tranquility.
We’re Here to Help
Are you ready to elevate your retirement planning? Contact Surgeons Capital Management today for a personalized consultation. Our team will work with you to develop a retirement strategy tailored to your unique goals and lifestyle so you can enjoy life to the fullest. Let us help you move beyond the average and achieve the retirement you deserve. Reach out now and take the first step toward a more secure and prosperous future.
Surgeons Capital Management: Your Resource for Building a Prosperous Surgeon Retirement!
The subject matter discussed in this article is for informational purposes only. It is not intended and should not be relied upon as investment or financial advice and does not constitute an offer, recommendation, or solicitation.
Please be advised that this document is not intended as legal or tax advice. Accordingly, any tax information provided in this document is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and you should seek advice based on your particular circumstances from an independent tax advisor.
Duly-registered and duly-licensed financial professionals with Surgeons Capital Management offer securities through Equitable Advisors,LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC, Equitable Network Insurance Agency of Utah, LLC, Equitable Network of Puerto Rico, Inc.). Equitable Advisors and Equitable Network are affiliates and do not provide tax or legal advice or services. Please contact your personal tax and/or legal advisors regarding your specific situation prior to implementing any specific strategies.
Surgeons Capital Management is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-6715445.1 (6/24) (Exp. 3/27)
