Tax-Focused Retirement Planning for Physicians and Executives

Physicians and executives deserve more than basic retirement advice. Explore how tax-efficient strategies can help you maximize income, minimize stress, and keep more of what you've built.

Tax-Focused Retirement Planning for Physicians and Executives

Physicians and executives deserve more than basic retirement advice. Explore how tax-efficient strategies can help you maximize income, minimize stress, and keep more of what you've built.

Tax-Focused Retirement Planning for Physicians and Executives

Physicians and executives deserve more than basic retirement advice. Explore how tax-efficient strategies can help you maximize income, minimize stress, and keep more of what you've built.

How we serve physicians and executives

Personal CFO Service

As your “Personal CFO”, we take care of every aspect of your financial life — from tax planning and investments to retirement income, insurance, and estate strategy. This approach eliminates blind spots, prevents costly mistakes, and creates a smoother path to long-term financial security.

Coordination of Strategies

A strong retirement plan isn’t just about making the right moves – it’s about making them work together. We ensure your tax, investment, insurance, cash flow, and estate strategies are fully aligned by coordinating plan actions with the other experts on your team.

Proactive Tax Planning

Waiting until retirement to address taxes and income can cost you. That’s why we take a forward-looking approach – identifying opportunities today that can save you significantly in the future.

Simplified Retirement

Retirement planning doesn’t have to be overwhelming. We simplify complex financial decisions into clear, actionable steps – and provide each client with a personalized online portal to track their progress.

How We Start Working Together

A clear, step-by-step process to help you retire with confidence, create reliable income, and reduce taxes – all with no pressure.

Step 1: Right Fit Call

A short, friendly call to get acquainted and see if working together makes sense. No pressure – just a chance to learn about your goals and share how we can help.

Step 2: Discovery

In a relaxed planning session, we’ll explore your priorities, your financial picture, and what retirement truly means to you – so we can build a plan around your life, family, and legacy.

Step 3: Behind-the-Scenes Analysis

Afterward, we’ll dig into the details – analyzing your numbers, uncovering tax opportunities, and crafting a strategy that supports your income needs and long-term goals.

Step 4: Your One-Page Retirement Plan

We’ll review a clear, personalized plan – all on a single page – showing exactly how to generate income, reduce taxes, and maximize the wealth you’ve built.

Step 5: Sleep Before You Sign

No rushed decisions here. You’ll have time to review the plan, reflect, and discuss. Then we’ll reconnect to answer any questions and decide together on next steps.

Step 6: Get Started with Confidence

When you’re ready, we’ll schedule a quick onboarding meeting and send secure digital paperwork – so you can move forward with clarity and peace of mind.
Physicians and executives preparing for retirement after age 50
High earners seeking to reduce their long-term tax burden
Individuals with $1M+ in retirement savings looking for strategic guidance
Professionals ready to delegate proactive financial management
Executives and Physicians aiming to align their wealth with long-term life and legacy goals

Tax-Smart Retirement Planning

We help clients who share these common traits minimize their taxes and create a clear roadmap for a secure retirement.

Common concerns our clients face

This list features some of the most common obstacles our clients ask us to assist them with. To address specific questions or obstacles for your situation, please reach out to us.

Am I paying more in taxes than I need to – now or in retirement?

When should I start taking income – and from which accounts?

How do I protect my wealth from market volatility and rising healthcare costs?

When should I start Social Security?

Are Roth conversions right for me, and if so, when?

Is my current advisor actually doing proactive tax planning – or just managing investments?

5 Keys to a Tax-Efficient Retirement

Download the free guide below.

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*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab

Brett Tushingham

Senior Vice President, Wealth Advisor
,

Qualifications & Experience

  • 20+ years of experience in Retirement Planning, Tax Planning, and Estate Planning
  • CERTIFIED FINANCIAL PLANNER® Professional
  • BBA in Finance, Pace University

Ready to Talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, and Schwab