Physicians

Without a doubt, advanced planning – wealth enhancement, estate planning, asset- protection, and charitable gifting – often proves to be very profitable for physicians. While that is the core of the service we offer, we don’t stop there.

At Lifetime Capital, we recognize that the needs of physicians go beyond those of other affluent families. Our team of experts includes: » attorneys who form physician practice groups, » asset protection specialists, » medical e&o specialists with access to captive insurance structures, » medical billing and collection specialists, » deferred compensation specialists » employee benefits specialists

We protect our clients from the questionable investment and tax saving schemes often pitched to physicians. We recommend only legal and ethical “bright-line transactions”. One example is our approach to investment consulting. We take the high road and legal obligations of a true fiduciary. Our state-of-the-art solutions are “by the book” and supported by the most extensive research in the industry and implemented by world renowned investment managers.