Financial Planning for
Medical Professionals
We understand that you have a unique financial situation that deserves a custom financial plan. We design individualized plans to address your specific financial needs.
Tell me more!You spend your days caring for others.
Let us help care for your financial future.
OUR TWO SERVICE TRACK OPTIONS
TRACK 1
Asset Management Only
SERVICES INCLUDE:
Annual Performance Review
Risk Tolerance Assessment
Optimized Asset Plan
Regular Portfolio Review & Rebalancing
Manager Selection & Oversight
Required Minimum Distribution Planning
TRACK 2
Financial Planning
SERVICES INCLUDE:
All of track 1 plus
Annual Strategy Meeting
Year-End Tactical Meeting
Investment Plan
Retirement Readiness
Education Funding
Tax Planning
Estate Planning
Retirement Income Analysis
Social Security Claiming Strategy
Mortgage Analysis
Paycheck Analysis
401k & Pension Review
Secure Vault for Financial Documents
Employment Benefits
Risk Management & Insurance Review
Want to find out if our team is a good fit for your family?
Our Client Onboarding Process
1 - Introductory Call
This 10-15 minute call is your first stop for onboarding. We will introduce our planning process, outline our welcome kit, and then schedule your Discovery Meeting.
2 - Discovery Meeting
At this 60-90 minute meeting, we will discuss your goals and objectives. We will determine a timeline for your specific financial planning needs. And then we will schedule your first Design Meeting.
3 - Design Meeting I
At this 60-90 minute meeting, we will execute your client agreement, collect engagement fee, introduce our planning model, review risk management elements, and identify any needs you may have for a legal, tax, or ancillary specialist. We will also schedule your second Design Meeting.
4 - Design Meeting II
At this 60-90 minute meeting, we will review your updated planning model, your hypothetical retirement accumulation, and/or income illustrations. We will also discuss your investment portfolio design and consolidation. We will finish the meeting by scheduling your Delivery Meeting.
5 - Delivery Meeting
At your Delivery Meeting, we will complete all outstanding paperwork, initiate your online access, and schedule a follow-up meeting for 3 months later to verify implementation.
Schedule Your Introductory Call Today!Already a Client?
Ask your advisor about our Legacy Client Program which allows immediate family members to gain access to our planning services at a discounted fee.
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures