Financial Resources for Doctors
Our mission is simple: to help doctors achieve their goals.
We understand the demanding lifestyles physicians lead and provide professional guidance to simplify the process of financial management. With experience working exclusively with doctors, we offer financial strategies to help you navigate complex decisions.
A Personal Connection
“My dad was a solo practitioner dermatologist and my mother, the office manager. Growing up, I did many of the odd jobs in the office. For our family, the family business was medicine and it was natural for me to gain an insider’s perspective of the business side of medicine. I understand your unique challenges and concerns. I shared many of these concerns as a child in a household with the stresses of medicine. That upbringing has shaped my perspective and that experience has brought me closer to my clients.”
– Travis Flandermeyer, Co-Founder & Senior Advisor
Professional Financial Planning Services for Doctors by Lakeridge Wealth Management
Managing complex finances as a doctor requires professional knowledge and a comprehensive strategy. At Lakeridge Wealth Management, we understand the interconnected nature of your financial puzzle. Our fiduciary approach means every aspect of your wealth management is optimized, freeing up your valuable time and empowering you to focus on what matters most—caring for your patients. Discover the benefits of dedicated financial planning tailored exclusively for doctors.
Tailored Financial Solutions for Doctors
At Lakeridge Wealth Management, we offer personalized financial strategies to help physicians navigate complex decisions. From investment management to retirement planning, our comprehensive suite of services is designed to enhance your financial well-being and help you better understand your goals. With our qualifications, doctors can focus on delivering exceptional care while we handle the intricacies of their financial lives.
Investments for Doctors
Building wealth begins with a solid financial plan and strategic investments. We help doctors invest wisely, balancing risk and reward to align with their long-term goals. Our financial advisors develop tailored investment strategies designed to meet the unique needs of physicians, ensuring every financial decision supports your vision for the future.
Retirement Planning for Doctors
After years of dedication, doctors deserve a comfortable retirement. We understand the unique challenges doctors face, from student loan debt to late career starts. Our personalized retirement plans consider your desired lifestyle, financial goals, and healthcare needs. By maximizing savings and minimizing taxes, we help you plan a retirement that reflects your hard work and sacrifices.
Tax Strategies for Doctors
Minimizing taxes is a crucial part of wealth preservation. At Lakeridge Wealth Management, we employ tax-smart strategies like Roth conversions to help reduce future tax burdens for you and your heirs. Our team will help you optimize your financial plan to protect your assets and create a lasting legacy for your family.