In the five years before you retire, you’ll face more financial decisions than at any other time in your life. For example - when should you claim Social Security benefits, sign up for Medicare, when and how to sell your practice and office ownership and phase down your clinical activities, and when to begin retirement plan and/or IRA distributions to cover your spending needs?

Get all these decisions right and you can save hundreds of thousands of dollars like many of our clients have. Flunk them and it could cost you the same, or even more. The complexity of all these decisions is often overwhelming for doctors, leaving many frozen in inaction!