<physicians advantage>
  • physicians advantage
  • physicians advantage
Advantage+:   Price
Single Physician: $8,150 / $175 per month
Married Physicians:
(Both spouses are physicians)		 $10,400 / $275 per month
   
Advantage+ Program For Young Physicians:
Single Young Physician: 
 $4,075 / $125 per month
(Under 40 years old and within first 5 years of practicing)
Married Physicians:
(Both spouses are Young Physicians)		 $6,325 / $175 per month
   
Advantage:   Price
Single Physician: $8,750 / NA
Married Physicians:
(Both spouses are physicians)		 $11,000 / NA
   
Advantage Program For Young Physicians:
Single Young Physician: 
 $4,375 / NA
(Under 40 years old and within first 5 years of practicing)
Married Physicians:
(Both spouses are Young Physicians)		 $6,625 / NA
   
Group Discounts:    
2 or more discount 5%    
5 or more discount 10%    
10 or more discount 15%    
20 or more discount 20%    
 


Alternative Program Services

PRESERVATION: PERSONAL AND CORPORATE ASSET PRESERVATION

Asset Preservation and Estate Planning Legal Services

 

During the first year of these program, physicians in either of these two alternative programs will receive unlimited asset protection and estate planning legal services from experienced attorneys. These legal services include the formation of an unlimited number of asset protection and estate planning entities, including wills, advanced directives, irrevocable trusts, revocable trusts, FLPs, LLCs, CRTs, etc. For members of the Advantage+ program, in each successive year of the program, your plan will be analyzed to ensure that it is consistent with recent case law and your changing personal and financial goals. Any one additional asset protection or estate planning entity that is needed to keep your plan up to date will also be implemented at no additional charge.

 

For those physicians under the age of 40 and within the first five years of practice, Physicians Advantage offers a Young Physicians versions of both of these program, which contains all of the components described below but is slightly modified with regard to the asset protectiona nd estate planning legal services. For Young Physicians, our team of attorneys will create and fund any two asset protection or estate planning entities, prepare wills and/or revocable trusts, prepare advanced directives and provide assistance with negotiating contracts (including employment agreements and office leases).

 

Accounts-Receivable Leveraging And Protection
Through these programs, PA Financial Advisors will analyze your practice’s accounts receivable and designs a customized strategy to both leverage and protect this critical asset. These strategies can also be integrated with other advanced planning strategies, such as buy-sell agreements or captive insurance structures, depending upon the individual needs of the practice.

 

Pension/Profit-Sharing Compliance And Design
For Advantage+ and Advantage physicians, RSM McGladrey, the fifth largest accounting firm in the world, performs an annual pension/profit sharing compliance analysis. This analysis ensures that your plan is compliant and thus exempt from creditors. RSM will also analyze the design and fee structure of your plan to ensure it is operating in the most efficient manner possible.

 

PERSONAL AND PRACTICE ASSET ACCUMULATION

 

Wealth Management
PA Financial Advisors will analyze your investments and recommend strategies to maximize wealth, putting an emphasis on proper asset allocation to minimize risks and taxes while increasing returns.

 

Tax and Estate Planning
PA Financial Advisors will examine your tax situation and estate plan and provides solutions to make sure your wealth is subject to as little taxation as possible while securing the highest possible transfer of wealth to your beneficiaries.

 

Practice Succession Planning
PA Financial Advisors will implement plans to make sure your practice is passed on seamlessly to your successor upon your retirement or in the event of the death or disability of yourself or your partner(s).successor upon your retirement or in the event of the death or disability of yourself or your partner(s).

 

Retirement Planning
PA Financial Advisors will examine your retirement plan and make recommendations for new opportunities, improved asset allocations and retirement-funding strategies for every stage of your career.

 

Insurance Analysis and Planning
Physicians need insurance protection for both their professional and private lives. PA Financial Advisors will analyze your current coverages and make suggestions to reduce risks, enhance benefits and trim costs.
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