While you may do a good job managing your investments now, what will happen in the event that you die, become disabled, or your skills erode with age? This can leave your family vulnerable to potential losses that could be substantial. Engaging a trusted financial advisor* early on can help your family navigate the retirement planning minefield, assist with complex financial decisions, and help avoid huge losses of your hard-earned wealth.

Over the past 24 years, we’ve learned that 20% of doctors can handle their investments on their own and do a good job, while the remaining 80% need help to varying degrees. As a “do-it-yourself” investor, you may have...