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Physicians

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EMPOWERING PHYSICIANS FOR FINANCIAL WELLNESS: FROM EARLY CAREER THROUGH RETIREMENT

The landscape of medicine is evolving, and unfortunately, many physicians find themselves unable to achieve the work-life balance or retirement they envisioned. While external factors like insurance constraints, government regulations, and the soaring costs of medical education are real challenges, they're not the entire story. You still have significant control over your financial future.

At CrossPoint Wealth Partners, we specialize in guiding physicians like you through the complex financial terrain unique to the medical profession. We don't offer quick fixes; we offer comprehensive financial planning tailored to your specific needs. From managing hefty student loans to navigating higher insurance and risk management requirements, we've got you covered. Our team, trusted by over 300 physician families across the U.S., takes a holistic approach to your financial well-being. We look at the big picture, from your days in medical school to your plans for retirement, equipping you with the tools and insights you need to set and achieve your financial goals.

HOW WE CAN HELP:

COMPREHENSIVE PLANNING

TRANSITIONING TO RETIREMENT

OPTIMIZATION OF INVESTMENTS

TAX BRACKET MANAGEMENT*

ASSET PROTECTION

ESTATE AND LEGACY PLANNING

DISTRIBUTION PLANNING

*Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

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PROUDLY SERVING PHYSICIANS FROM GREAT ORGANIZATIONS INCLUDING:

  • University of Virginia Medical Center / UVA Physicians Group
  • Virginia Commonwealth University Medical Center / MCV Physicians