Late Career
The Finish Line is in Sight
LWA Medical guides medical professionals as they near the end of their careers.
If you have begun to anticipate retirement, it is time to begin taking inventory of your assets.
Our team of planners can help you develop customized spending strategies to ensure you live comfortably as you simultaneously map out the legacy you wish to leave your children and descendants.
We can help you:
- Understand what your vision for retirement looks like
- Review and update your financial plan with stress tested scenarios and “What if” models, allowing you to clearly asses where you are relative to your goals and what you need to adjust, if anything to ensure success
- Review and reevaluate your portfolio based on the results from your stress tested financial plan
- Update your estate plan
- Determine your insurance needs now and in retirement.
- Navigate Social Security
- Develop exit and/or transition strategies for those owning a practice
Select the Best Support Team
Regardless of your role in the emergency medical field – nurse, physician, or administrator – for years, your life has been steadfastly devoted to the care of others.
As you enter your final years of practice or service, you deserve a seasoned advisor who can deliver the same level of care to your financial objectives, and help you segue safely into your retirement years.
LWA Medical is in your corner.