CPA/PFS Services for Healthcare Professionals
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.
9 Wealth Management Objectives and Sample Goals We Accomplish
Taxation
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
Legacy
Wills
Trusts
Succession Planning
Charitable Planning
Attorney Coordination
Education
Education Planning
529 Plans & Strategies
Education Savings Accounts
Pre-paid College Plans
Private School Tuition Funding
Business
Accounting Consulting
Payroll Planning & Consulting
Consulting on forming LLCs, Corporations,
LP, LLP, FLP
401k, SEP IRA, SIMPLE IRA Planning
Benefits Planning & Services
Special Situations
Buying a Home
Weddings
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
Investments
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.
brian@griggfinancialgroup.com | 619-592-8779