FINANCIAL STRATEGIES FOR HEALTHCARE ORGNAIZATIONS AND PROFESSIONALS

LEARN MORE

Healthcare organizations are searching for ways to attract, retain and motivate physician talent. But in today’s complex regulatory environment, finding solutions that are both meaningful and financially sustainable is difficult.

Many traditional compensation arrangements fall short of reaching initial goals. The programs are either divisive or financially unsustainable.

At MaxWorth Consulting, we specialize in the evaluation, design and implementation of creative compensation strategies for the healthcare community. We assist clients in the establishment of strategic processes designed to attract, retain and motivate top physicians.

We apply our 35 years of benefit design experience to solving your most unique compensation challenges.

What are your current

Creating A Financial Plan

We recognize that physicians often have complex financial situations. Our process begins with a thorough assessment of a physician’s current financial status, as well as their short-term and long-term financial goals.

Saving for Retirment

For physicians, retirement planning requires careful consideration given the unique financial challenges and opportunities associated with their careers. We help them set clear retirement objectives,

Protecting your Assets

Insurance and risk management protects physicians’ assets and plays a crucial role in a physician’s financial plan, providing a safety net to protect their loved ones and financial legacy.

Creating Tax free Income

Given that taxation is expected to rise in the coming years, physicians and other high-income earners are seeking strategies that will help them accumulate tax-advantaged assets during their post- retirement years.

Developing an Investment Strategy

Selecting the right investments is critical to achieving one’s financial goals. We follow a meticulous and client-centric investment selection process to ensure that a physician’s portfolio aligns with their needs and objectives.

Buying into a Practice

Practice transition takes planning. Ensure that the necessary funds are available to a practice when a retiring partner is ready to step away.

Our

Qualified Plan Strategies™

Helping organizations maximize the benefits of qualified retirement plans

Personal Financial Wellness

Coordinated care provided by an aligned team of financial specialists

Practice Transition Strategies™

Leveraging tax-deferred dollars to better position your practice for transition

Healthcare Executive Advantage Plan™

A unique and cost-effective program to reward and retain top executive talent

Want to Learn more? Let’s Talk

Every healthcare organization is unique. Our solutions are designed to be customized in order to fit your needs. If you would like to find out more about us and our solutions or simply discuss your organization's compensation challenges, complete the form below and we will arrange a call with one of our consultants.

Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, DE, FL, GA, IN, KY, LA, MD, MI, NE, NV, NH, NY, NC, ND, OH, OK, PA, SC, TN, UT, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s).

OUR OFFICE

866-517-2070

800-314-8281

info@maxworthbenefits.com

10800 Sikes Place, Ste 205 Charlotte, NC 28277