We know Doctors are knowledgeable enough to understand what they need to do financially but lack the time and energy to do it effectively. That's where Choice Financial Services can help.

We are in the business of helping Doctors grow their net wealth, at the very same time reducing their overall exposure to risk.

One area of risk that our high networth clients face is future tax increases. Today so many people think deferring tax payments is the best way to be tax efficient. That may be beneficial to many Americans; however, we find it oftentimes not to be true for many of our high net worth clients.

The question is, do we think that taxes are going to go up or go down in the future? If we think taxes will increase in the future, we should question whether or not we should continue to defer taxes in vehicles like 401(k)s, IRAs, 403(b)s, etc. We take our clients through a process to determine what is best for them.

At Choice Financial, we provide a wide array of financial services and advice in every stage of a physician's career, from residency to retirement. Contact us Today for more information!