For over 25 years, Smith Financial Group has been helping physicians and medical practices across the country when it comes to building and maintaining financial plans that stand the test of time. We understand the substantial investment of time and money required to be a medical professional and we are prepared to help you navigate important financial considerations, no matter the stage of your career or business. Whether you are a young physician with student loans and little disposable income looking to implement a plan to maximize savings and minimize debt, or you are nearing retirement with a substantial net worth but looking for a partner to help with your distribution strategy, we have the experience and knowledge to provide you with confidence on your journey to financial success.

Beyond personal financial planning, Smith Financial Group is also well-equipped to help medical practices with the assessment and implementation of insurance and savings benefits for owners and employees. We will work closely with the key stakeholders of the business to evaluate all options, design solutions to meet the business’ objectives and then work with your Human Resources team to monitor the benefits and provide on-going employee education. From small physician-owned practices with a few employees, to large businesses with several hundred employees spanning multiple states, we have years of experience working with medical practices of all sizes.

Take a look at our brief video to learn more about Smith Financial Group’s work with physicians and medical practices.