Practice-Integrated Wealth Management
Practice-Integrated Wealth Management
As a dentist or healthcare practitioner, the success of your practice is the cornerstone of your financial health. You need a customized, comprehensive plan that thoroughly and thoughtfully integrates your professional and personal goals. At Buckingham, we have advisors who are extraordinarily well-versed in the specific financial needs – and opportunities – unique to you and your practice. And aligning your financial goals with your personal goals is what we pride ourselves on doing for every client.
What you may be thinking:
-
What is the right amount of cash flow to transfer from my practice to my personal life?
-
How can I optimize the profitability of my practice?
-
How can I put a plan in place to effectively transition my practice?
-
How can I be more strategic about how I purchase or lease the equipment my practice needs?
Our Approach
We’ve built a practice integration advisory team to work specifically with you. Gaining a deep understanding of your practice, your professional aspirations and your current financial situation, then designing an all-encompassing wealth management plan to reflect those. From implementing a tailored cash-flow strategy and strategically approaching equipment costs to developing a custom-designed retirement plan and business continuity plan for your practice, we take pride in offering an integrated service like no other. And we’ll partner with the other key professionals in your world (bankers, attorneys, insurance agents, among others), to provide a more holistic view and coordinated approach.
How Buckingham Helps
Specialized Advisors
Meet some of our best minds in Practice-Integrated Wealth Management:
Related Articles
See our latest thoughts and insights on Practice-Integrated Wealth Management.
-
August 28, 2024
The Corporate Transparency Act: What You Need to Know to Avoid Penalties
The newly enacted Corporate Transparency Act was created to identify and stop illegal financial activities. This article shares details on responding to this law to avoid harsh penalties.
Read the article -
July 31, 2024
Controlling Income and Accelerating Wealth Creation with a Cash Balance Plan
A well-executed cash balance pension plan can help accelerate wealth creation while providing tax benefits to medical practice owners.
Read the article -
July 23, 2024
401(K) Secure 2.0 Election Form
This primer provides context and guidance for the SECURE 2.0 provisions available for your 401(k) plan.
Read the article
Sign up for our newsletter!
Receive news, updates and more from Buckingham's Practice-Integrated Wealth Management Team.