We understand the needs and nuances of financial planning for medical professionals – dentists, physicians, nurses, and highly skilled clinicians and medical technicians. As a busy medical professional, you likely don’t have the time or expertise to properly plan for your financial future on your own.
The Relationship Managers at Coastal Family Wealth Advisory provide real life solutions to the real life challenges you face, and we give you the confidence you seek in knowing that an experienced financial professional is helping you create a roadmap for your financial future.
We Use the “Relationship Manager” Approach
Here, we are different.
Here, our firm exists so that you can save time and money.
Here, we seek ways to eliminate even the tiniest frustrations regarding dealing with the day to day operations of your financial life.
Here, instead of dealing with multiple firms and the various professionals in those firms who invariably come and go, you will be introduced to a more personalized, streamlined and consistent approach.
Here, you will have one single point of contact that will work alongside you from reviewing employment agreements, helping you to plan for your practice, hiring competent staff and designing their benefits, overseeing your personal and professional risk mitigation strategies, helping you to eliminate your loans, and coordinating the preparation and submission of your tax filings, as well as a whole slew of other important tasks.
Here, your Relationship Manager takes the time to know more about you, your goals and your vision for your future. And in so doing, they seek out prudent solutions to issues before the issues become problems.
Here, through the professionals at Coastal Family Business Advisors, when it is time for you to exit your practice, we can also assist you with that. Your Relationship Manager will coordinate with a Coastal Family Business Advisor to help design an exit strategy that maximizes the monetization of your practice. And that will go a long way in providing you with a comfortable retirement or provide for your family when you are gone.
Here, we are different. We are experienced. We are empathic. And we are committed to ensuring that you and your family can lead the lives you have worked so hard to earn.
We understand the importance of these things because the roads that got each of us here were also paved with hard work, heartbreak, grit, determination and dedication to a total commitment to excellence in all that we do. So, we “get” you!