Physicians Planning Group

Physicians Planning Group specializes in the following areas: Taxation Planning Navigating the complexities of income taxation is a basic tenant of personal financial planning. A skillful and successful personal financial planning professional knows how to recognize and take advantage of income tax planning opportunities, as well as how to steer clear of the pitfalls. At Physicians Planning Group we work closely with the client & their accountants in analyzing various tax planning strategies in order to help them maximize their exemptions, deductions & credits so as to free up extra cash flow for savings & investments. Asset Protection Planning Physicians Planning Group along with our clients retained Attorney & other legal experts help physicians in areas of Asset Protection Planning. Depending on our client's specific needs, the asset protection service could consist of a number of different corporate, LLC and trusts structures. These legal tools will vary depending upon the level of protection they need. In most instances, they control the legal entity that, technically, owns their assets. Therefore they "control everything" but "own nothing" except for the entities themselves. The basic principle of "not owning" the assets is the first layer of protection. When assets are titled to a legal entity, other than them, then, depending on the selected entity, they can be protected from a being taken after a judgment has been rendered against them. These legal structures can range from a simple LLC or LP in the state that they live or another state. The determining factor is the level of protection they are seeking and the value and type of assets they are protecting, as well as their comfort level. Investment Planning We offer concise portfolio solutions, drawing on the experience and insight of the best asset management firms in the country, and provide an exclusive range of financial services engineered to meet our clients' individual needs.