Broker Check

Medical Professionals - Financial Planning

Northwest Wealth Strategies provides comprehensive and customized financial planning for physicians and medical professionals from residency through to retirement. Through a collaborative practice that engages an experienced network of trusted professionals, Northwest Wealth Strategies helps individual physicians and their medical practices succeed in the highly regulated and competitive healthcare marketplace.

Our medical professionals come from all walks of life, all ages and levels of experience, and from regions across the country. The common thread that ties them together as our clients is the unique realization that they can and should coordinate their financial decisions today to set the stage for their best tomorrow. We help them establish and pursue their lifestyle goals by properly assessing, managing, and evaluating their financial resources.

By working with our team to develop a comprehensive plan, physicians and medical professionals with expanding financial complexities can directly correlate the impact of their short-term decisions on their long-term objectives. Seeing and understanding the relationship between their various decisions develops and invaluable perspective that fuels an organized, strategic, and manageable approach for their future.

The Comprehensive Planning process helps address concerns such as:

  • Confusion and lack of financial education or experience
  • Cash management strategies designed to effectively plan for growing income streams 
  • Impact of large purchases and investments on overall financial wellness
  • College savings plans
  • Tax reduction strategies*
  • Estate planning*, insurance analysis and update
  • Monthly savings objectives and goals
  • Understanding and assessing employer benefits

*The information contained in this website is being provided with the understanding that it is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to seek the guidance of their own personal legal or tax councel.