Mid-Career
Striking a Balance
Long hours, numerous professional and personal commitments, and weighty decisions leave trauma providers and critical care professionals with little time to devote to financial management.
No matter what your current financial situation may be, LWA Medical helps you bridge short-term goals with long-term planning strategies customized for you.
We can help you safeguard your finances as your career progresses, your family grows, your home expands, and your needs continue to evolve and change – all while keeping a keen eye on your retirement goals.
We specialize in:
- Longer-term planning strategies building upon your current situation.
- Wealth accumulation maximization
- Employer benefit maximization
- Risk management and asset protection strategies
- Portfolio risk and cost analysis
- College savings plan optimization
- Employment change analysis
- Tax planning
- And more!
Recalibrating for Success
Perhaps you paid off your student loans quickly, saved judiciously, invested fortuitously, and plan to retire early.
For everyone else in the midst of their medical careers, LWA Medical can provide guidance for prior financial missteps, while helping you evaluate your goals for the future. From developing a spending strategy to managing your personal and professional debt, our advisors are prepared to help.