Specialized Financial Planning for Physicians

We support physicians with personalized strategies in wealth management, estate planning, and tax-efficient guidance so you can stay focused on your patients and your future.

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Supporting Physicians Through Every Financial Stage of Life

From residency to retirement, we help physicians build, preserve, and protect their financial future.

We help with:

  • Reviewing your current financial situation and identifying opportunities to improve debt management, cash flow, and retirement savings
  • Wealth management strategies tailored to your goals including investment planning, retirement income, and risk tolerance
  • Coordinating with your estate plan to protect your livelihood, assets, and family
  • Formulating tax-efficient strategies for income, investments, and charitable giving
  • Answering key financial, tax, and estate planning questions from basic literacy to advanced techniques
  • Helping you evaluate big life and career decisions that may have a financial impact
  • Providing access to trusted professionals in legal and tax fields when needed
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Our 5-Step Planning Process

For more than two decades, we have helped make retirement dreams a reality for today’s retirees. At Liberty Wealth Management, we specialize in working with retirees and those nearing retirement to preserve their wealth, plan their future, and protect their legacy.

Develop

We start with your story, your values, goals, and current financial situation.

Diagnose

We identify risks, fees, and gaps, and show you where we can help.

Discover

We explore thoughtful strategies that align with your goals and financial preferences.

Deliver

We review your plan, open accounts, and walk you through next steps.

Dedicate

We stay with you through reviews, updates, and lifetime support.

Services for Physicians

Financial Health

From debt management to budgeting, we help you build stronger day-to-day financial habits, so you can make informed decisions with clarity and confidence.

Insurance

We assess your risks and recommend the right coverage to protect your income, assets, and loved ones—so you're prepared for life’s what-ifs.

Wealth Management

We build investment strategies designed to grow and preserve your wealth, aligning with your lifestyle, values, and future goals.

Estate Planning

Our legal team supports your legacy with wills, trusts, and planning strategies designed to reflect your intentions and help reduce probate-related delays.

Retirement Planning for Financial Freedom

Get a personalized roadmap for retirement that includes income strategies, withdrawal timing, and rollover guidance to help you retire on your terms.

Tax Planning

We build investment strategies designed to grow and preserve your wealth, aligning with your lifestyle, values, and future goals.

Whether you're early in your medical career or planning for the next chapter, taking control of your financial plan now can make a lasting difference. Two of the greatest tools for physicians are time and a clear strategy to grow your wealth.

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Your Financial Future Starts with a Conversation

Explore approachable strategies, ask questions, and see how a thoughtful plan can bring more clarity to your financial picture.

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Register for a Workshop

Or give us a call at 888.588.5818