Understanding your needs

In your work, you’re highly focused on achieving positive patient outcomes. Yet, in life, you may have trouble finding time to concentrate on your own goals, including your financial plan. Having a robust plan in place that accounts for market fluctuations and incorporates tax strategies can help preserve your wealth and protect your assets. Equally important, it will give you peace of mind knowing you’re prepared for whatever challenges you may face now – plus help you live the kind of life you want in retirement.

Developing your plan

Start thinking through your financial planning goals and strategies by considering these questions.

1. Do you understand your investment risk tolerance?
2. Are you confident you will have sufficient assets to meet your lifetime needs?
3. Are your assets positioned to minimize future tax liabilities?
4. How do you protect your personal assets from potential legal threats?
5. How will healthcare legislation and tax law changes impact your wealth?
6. Will your family be protected if you become disabled or die unexpectedly?
7. Are you maximizing the savings and investment programs available through your benefits package?

If you own your own practice:

1. Do you know how to structure the sale of your interest in your practice to partners or third parties when the time comes?
2. Do you know how to customize credits for business acquisition, equipment financing, operating capital and other business financing?

Working together for a solid financial future

At Key Private Bank, we know your situation. Our team has helped many of your colleagues build customized, integrated wealth strategies designed to reach their long-term objectives. We have a broad and deep knowledge of the financial issues you face – and the strategic mindset to help you realize your goals.