Cornerstone Capital Advisors understands the needs and service requirements of medical professionals, as a considerable portion of our client base are Physicians, Dentists, and Pharmacists. Our investment management and financial planning services are tailored not only around the doctors and Pharmacists themselves but also their medical practices.
Our FinancialRX services were created to simplify the lives of medical professionals and provide them with peace of mind knowing their Financial Advisor is managing all aspects of their finances.
Physician, Dentist, and Pharmacist Financial Planning Services
- Income-Tax Minimization
- Asset Protection Planning
- Risk Management
- Goal-Based Planning
- Estate Planning
- Cash Flow Planning
- Debt Management
- Education Funding
Retirement Plan Services – Your Medical Practice’s 401(k)
For your practice, we can assist you with your retirement plan by:
- Maximize Tax Deductible Contributions
- Investment Selection and Monitoring
- Contract, Expense and Service Fee Analysis
- Participant Investment Education
- Client Fiduciary and Compliance Support
As a fee-only advisor, we are completely devoted to serving only your best interests and therefore we accept no compensation from third parties.
If you would like to learn more about our FinancialRX services, please contact us at 1-800-448-5319.
