About LWA Medical
We are a fee-based financial planning firm focused on the unique needs of healthcare professionals.
Our experienced team of financial planners understands the challenges inherent at every stage of a medical career, from a Fellow or Resident balancing student loans and current needs to a retiring physician’s desire to give back to the community. We use our expertise to safeguard our clients’ earnings as their private and professional needs grow and change, while helping them reach their goals.
We’re With You Every Step of the Way
Early Career
Like the “golden hour,” a medical professional’s early career decisions are most critical to long-term success. We help you stabilize your finances – from student loan strategies to asset protection advice.
Mid-Career
As you begin to build wealth, our planners assess your situation, making any adjustments required to mitigate risks to your plan. We provide portfolio management, expense planning, risk analysis, debt management, & more.
Later Career
Confirming you are on target for building wealth & achieving your goals is paramount. We stress test your plan, develop goal acceleration strategies, and help you accumulate additional wealth & preserve what you have built to-date.
Retirement
With retirement in sight, we focus on strategic income planning, wealth preservation, and legacy planning to prepare you for enjoying what you have worked so hard to accomplish.
Have a Question? Request a Consultation!
Financial health is a lifelong endeavor.
Let us help you strategize.