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CPA/PFS Services for Healthcare Professionals

Financial Planning for Physicians & Healthcare Professionals

Brian Grigg, CPA/PFS works with many types of individuals and businesses but primarily focuses on helping medical practices, physicians, dentists, optometrists, chiropractors, nurses, and other medical professionals with strategic wealth management services. Brian Grigg is a trusted and certified CPA/PFS for the healthcare industry and helps increase the wealth of individuals and any businesses they may have.

Caring for Your Financial Health

Why Specialized CPA/PFS Services for Medical Practices & Healthcare Workers Matter.

As a healthcare professional, your focus is on your patient's health, so you may not have the time and knowledge to successfully manage your financial health. Working with a qualified CPA/PFS for doctors, physicians and healthcare workers ensures that your financial planning is strategically crafted for your personal situation based on the experience and knowledge about the healthcare industry. Our wealth management firm provides a holistic approach to help reach your short-term and long-term financial goals by focusing on 9 areas of wealth planning for individuals and medical practices. These areas of focus include, but are not limited to:

  • Retirement Planning
  • Portfolio Design and Management
  • Tax Planning
  • Legacy Planning
  • Educational Planning
  • Business Planning
  • Risk Management
  • Special Situation Planning
  • Cash Flow/Debt Management

We enjoy working with the medical profession because of their dedication to helping the community. We want to show our thanks by ensuring the medical profession is taken care of, after their years of sacrifice and hard work. 

Let's Talk

9 Wealth Management Objectives and Sample Goals We Accomplish


Tax Preparation

Tax Planning

Tax Projections

Tax Reviews

Audit Defense

Retirement Planning

Retirement Plan Coordination

Retirement Income Projections

Social Security Planning

RMD Coordination

Traditional & Roth IRA Planning




Succession Planning

Charitable Planning

Attorney Coordination


Education Planning

529 Plans & Strategies

Education Savings Accounts

Pre-paid College Plans

Private School Tuition Funding


Accounting Consulting

Payroll Planning & Consulting

Consulting on forming LLCs, Corporations,

401k, SEP IRA, SIMPLE IRA Planning

Benefits Planning & Services

Special Situations

Buying a Home


Disability Planning

Vacations or Travel

Divorce Planning

Feeling Financially Secure

Risk Management

Insurance Review

Life Insurance Planning

Disability Insurance

Home, Auto, Umbrella Insurance

Health Insurance


Portfolio Management

Portfolio Rebalancing

Portfolio Consulting

Tax Loss Harvesting

Tax Smart Investing

Debt & Cash Flow

Budgets & Apps

Debt Reduction

Credit Review

Credit Planning

For more information about our firm and the financial planning services we offer for the healthcare industry, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 619-592-8779