Financial Planning

For Physicians and Dentists

Helping Physicians Prepare For Financial Success

Physicians often face many challenges when it comes to their financial lives. In most cases, physicians have a delayed entry into the workforce which begins in their 30′s accompanied by med school debt. This is vastly different than the general population, where people usually begin careers in their early to mid 20′s and start contributing to their 401(k), Roth IRA, or other retirement plans. Physicians need to have a strict approach to retirement planning in order to make up for lost time. Maintaining adequate insurance coverage can often go overlooked, which creates unnecessary financial risk. All of this represents a unique situation that requires careful consideration and planning.

Our financial planning services consist of:


Comprehensive financial plan
Unlimited access to your advisor
Guidance for investment accounts held outside of Rivetti Investment Services
Review of your investment objectives for all of your accounts
Assistance evaluating and establishing long-term goals and objectives
Student loan and debt management
Insurance planning
College savings planning
Gifting and charitable planning
Estate and legacy planning