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Our Process

Our Process

No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future. With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.

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Our Mission

Our Mission

Legacy Physician Advisors aims to alleviate confusing, time-consuming, financial advice for those working in the medical community. We work together to provide a customized, flexible, comprehensive road map that helps Residents, Fellows, Attendings, and other medical personnel better understand all their options for paying off debt, saving on taxes, planning for retirement and building wealth and legacy for their family and or charities.

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Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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Effective estate management enables you to manage your affairs during your lifetime and beyond. With many years of collective experience, we'll help secure your legacy for generations to come.

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Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Have a question? Legacy Physician Advisors are ready to help.

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