Is your retirement plan tailored to your organization's needs?

Qualified Plan Strategies

Having years of experience in both the healthcare and financial services industries, MaxWorth is positioned to help you build a retirement plan tailored to your organization's needs. We offer innovative plan design focused on solving healthcare’s biggest challenges.

When properly designed, your plan can help you attract physician and administrative talent to your practice group. It can also help you retain team members, including physicians and key office personnel. Through ongoing education and communication, you can also use your plan as a way to increase physician participation and engagement.

Once your physicians are more aware of your plan’s features, they’re able to appreciate the role it may play in helping them overcome retirement planning obstacles commonly experienced by healthcare providers. Since physicians are highly compensated, they are often limited in how much they can contribute to their retirement plans. Fortunately, a plan can be designed to help them navigate this.

Finally, your qualified plan can play a part in your practice transition strategy, helping to ensure that retiring physicians are able to meet their goals while remaining physicians enjoy a cost-efficient and amicable transfer of ownership.

Working with MaxWorth

Through our partner network, you will have access to professionals in plan administration, investment selection, and health and employee benefit law. We will guide you through a turnkey plan launch and make sure your participants understand the plan and the benefits of participation.

On an ongoing basis, we will continue to monitor the plan and communicate with your physicians, supporting them on their financial journeys and keeping them on track for retirement.

Want To Learn more? Let’s Talk.

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

Please enter your name.
Please enter a valid email address.
Please enter a valid phone number.
Please type your message.
MWB Logo

Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPCOsaic 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). 




10800 Sikes Place, Ste 205 Charlotte, NC 28277