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Navigating the ever-changing rules and regulations within the healthcare industry is complex; yet planning for your future shouldn’t be. At Key Private Bank, our financial experts understand the unique challenges facing physicians, physician practices and healthcare organizations. And we can help – with comprehensive financial services and solutions to manage your wealth, plan your retirement, prepare your estate plan and more.

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.

Access Our Expertise and Insights

Browse our resources and articles below to learn more about the latest trends that could impact your
wealth management as a medical professional.

Resources

What Women Need to Know About Investing

Key Private Bank is committed to advancing the financial well-being of women. Learn more about how you can redefine family conversations to help you achieve your goals.

December 2016
Resources

Medical Professionals: A Prescription for Your Financial Health

The demands on medical practitioners today can seem overwhelming.

April 2018
Resources

Risk Management Considerations for Physicians

As a physician, your day is likely packed with various demands—from treating patients to managing your professional development.

April 2018

Disclosures

Investment products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY