Services Offered
Supervise Financial Services
professionals vary in specialty, but the breadth
of our combined services has expanded over the years
to meet the growing concerns of our clients.
Click below for more information about some of our
services. To have a Supervised
Financial Services. professional contact you
regarding any of our services for medical professionals,
click
here. Because
our firm concentrates our efforts with independent
contractor physicians and physician groups, we are
very familiar with the challenges and opportunities
available in this environment. Click
here for more information Financial
Planning We
can assist you with financial planning concerns,
such as: Estate analysis and wealth transfer, retirement
income planning, insurance needs analysis, and consolidated
financial position reporting. Click
here for more information Today,
college savings strategies are more abundant than
ever and deciding which one is best for you is no
easy task. Whether your situation calls for ways
to access your retirement plan or utilize the ever-changing
529 College Savings Plans*, we have professionals
who specialize in this area. Click
here for more information **Consult
your tax attorney or CPA for specific advice on
legal and tax matters. Click
here for more information We
can assist Health Professionals in determining the
amount of coverage required to help ensure that
survivors are left in the same “Financial World”
to which they are accustomed while the client was
actively producing income. Current liabilities (e.g.,
mortgages, outstanding loans, etc.) and future liabilities
(e.g. education for children) are considered. Our
professionals will also provide you with quotes
from highly competitive insurers throughout the
industry offers and recommend the appropriate type
of coverage for your unique situation. Health
Insurance
We can assist you in reviewing the most competitive
individual health insurance plans available in your
state. Comparisons will be made on cost effective
alternatives to reduce the cost of health insurance
(e.g., PPO Plans, various deductibles, coinsurances,
and optional benefits) and to ‘tailor’ a plan to
your specifications. Click
here for more information Your Supervised
Financial Servces Professional will assist
you in analyzing the numerous types of Long Term
Care Insurance Policies and help you identify the
most appropriate coverage for you from among the
nation’s leading insurance companies.
* If you are experiencing difficulties in clicking
the above link, you may need to disable any popup
blockers or hold down the CTRL key on your keyboard
while clicking.
Choosing
an appropriate retirement plan and staying informed
of the constantly evolving tax laws** can be an
arduous task. Our Retirement Services Department
is devoted to monitoring the ongoing tax law changes
as well as continuous product updates and advancements.
**Consult
your tax attorney or CPA for specific advice on
legal and tax matters.
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Disability
Income Insurance
We have access to numerous insurance
companies that are recognized among the leaders
in disability income insurance for physicians. Special
emphasis is given to the provisions and definitions
of the coverage to help ensure our clients obtain
the most competitive policies available to the health
professional.
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here for more information
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We
believe that an investment policy and asset allocation
strategy can be designed only after the initial
financial strategy process is complete and your
goals are established. We also understand that taxes
represent a significant consideration for every
long-term 
investor
and that by minimizing income taxes, investors can
retain more wealth to help meet their goals. Therefore
we exercise care in the appropriate placement of
investments within taxable and tax-deferred accounts.
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Click
here for more information
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information
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We
offer a variety of Healthcare Savings Accounts
and Qualified Healthcare Savings Account Health
Plans.
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here for more information
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