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Asset Protection Planning

With physician income dropping, it's becoming imperative to plan for financial success. Success requires not only the successful accumulation of assets, but also must include the protection of assets gathered over a career. Unfortunately, we find that most physicians have little knowledge of the strategies needed to retain their assets in the event of a lawsuit or a physical hardship.

Because doctors work so hard during their professional careers, they assume that earning and accumulating assets will result in financial success. Unfortunately, our increasingly litigious society can place assets at risk. In addition, the risk of a career-ending disability or untimely death may destroy an otherwise well-conceived financial plan.

Our goal is to provide a strategy to protect a physician’s financial plan from a physical or legal hazard. The appropriate use of insurance products is explored and various asset protection strategies are analyzed and implemented.

• Review current planning effort
• Evaluate and review various strategies
• Coordinate with estate, investment, retirement and business planning
• Implementation assistance

The professionals at PWMG have found that medical professionals are in particular need of asset protection and risk management guidance. Assuring financial goals requires nothing less.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.


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Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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