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Our Planning Process
Wealth Management Presentation

 

Services Overview

Comprehensive Financial Planning
We complete a comprehensive analysis and implement a Comprehensive Financial Plan utilizing state-of-the-art technology. A written strategic financial plan is presented to you with a detailed explanation of the problems and the rationale for the solutions we are presenting.

Asset Protection Planning*
We provide the highly-specialized Asset Protection Planning that medical professionals are in particular need of. Assuring financial goals requires nothing less.

Benefits Planning
The benefits you provide to yourself and your employees are an important supplement to a total compensation package.

Education Planning
Along with retirement, saving for your children's higher education may likely be one of your most important investment objectives. We can help you evaluate a variety of college investment options, and explore opportunities for education planning.

Estate Planning
We work with our clients to organize their wills, consider trusts and analyze other estate matters to reflect personal wishes in a way that minimizeds potential tax liability.

Investment Management & Planning
At PWMG, our professionals manage all of the day-to-day details of your Investment Management and Planning. Our professional team is available for discussions, to assist you with decisions affecting your future.

Retirement Planning
We offer all forms of individual and employer based retirement plans.

*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.

    

©2004-2017 The Physicians Wealth Management Group (R). All rights reserved.

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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