How We Help

Financial Guidance for Emergency Professionals

At the end an exhausting day – when you have transitioned from saving lives to living your own – LWA Medical can provide assurance that your financial vitals are strong and steady.

You deserve an advisor you can trust; a specialist who understands the demands of your profession.

Our team of advisors is committed to providing you with the confidence your finances are optimized and you are on a path to reach your goals. We can help you develop a customized financial plan that guides you through each phase of your career:

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, and 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.

A Comprehensive Approach

Our financial concepts fit the needs of all medical professionals, wherever they happen to be in their private and professional lives – including the physicians and nurses donning pink scrubs, and the hospital administrators who oversee it all.

Trauma and critical care providers routinely act with precision and compassion to protect the lives of those placed in their care. But you also bestow a sense of control to your patients and their families during challenging times.

Our goal is to provide confidence in your financial life; allowing you to relax during your downtime, unworried that your earnings are in jeopardy.

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