MEDICAL DOCTORS, MEDICAL PROFESSIONALS AND / OR THEIR PRACTICES
Legend provides leading-edge Investment Management/Consulting and Personal Financial Planning services focused on the specialized needs of medical doctors including other types of medical professionals and their families.
Legend has an extensive history of servicing medical doctor clients and providing them expert advice. We strive to help medical doctors with their personal and business financial planning and investment goals during any stage of their career. We are able to service medical doctors beginning from their residencies all the way through their retirement years.
Some of the services we assist medical doctor clients with include student loan debt repayment options, employee benefit reviews, income protection through disability insurance analysis and investment strategies to build wealth.
Furthermore, as medical doctors become established in their career, we focus on minimizing income taxes where possible, tax-efficient investment strategies, retirement plan management options, retirement planning strategies, risk management planning and more.
For doctors that are approaching or are in retirement, we provide financial advice on wealth distribution strategies, investment management, long-term care planning and estate planning strategies.
Furthermore, for medical doctors who are in private practice, Legend provides medical practice financial planning to owners of medical practices including consulting on income taxes, employee benefits, succession planning and other practice issues. These services are tailored to meet the needs of medical practices. In addition, Legend provides medical practices with retirement plan investment management and/or consulting on issues concerning the plans themselves.
Legend's advisory team advises the following examples of medical doctors and professionals:
- Medical Doctors (M.D.) – All specialties
- Doctor of osteopathic medicine (D.O.)
- Doctor of philosophy (Ph.D.) – Ex. doctors of psychiatry/psychology
- Doctor of chiropractic medicine (D.C.)
- Doctor of optometry (O.D.)
- Doctor of podiatric medicine (D.P.M.)
Legend’s goal is to assist medical doctors and their families in making informed, intelligent financial decisions, to save them time and energy, so that they are free to focus more closely on matters that mean the most to them.