Physician Wealth Management Services

At DocOnomics, our framework for physician wealth management is Accumulate, Allocate, React and Protect. We offer a menu of services grouped by these elements:

ACCUMULATE & ALLOCATE

DocOnomics identifies and assists in the implementation of specific investment portfolio strategies according to risk/reward tolerances and strategic opportunities/limitations that exist in real time. This is a fee-based service.

Physician Family Office Management

DocOnomics coordinates all aspects of family or personal financial administration including but not limited to bill paying, budgeting, daily cash management, facilitation of income tax preparation and serving as the link for all professional relationships with accountants, attorneys, insurance agents and investment managers. This is a retainer-based service.

Physician Practice Financial Management Consulting

DocOnomics coordinates the periodic review and audit of practice revenues, expenses and financial controls. This is a retainer-based service.

REACT & PROTECT

DocOnomics performs an in-depth analysis of existing  assets, existing liabilities, current and projected income, current and projected expenses and desired lifestyle objectives to develop plausible retirement scenarios for doctors. This undertaking is designed to specifically address the frequently-asked questions of "When will I be able to retire?" and "How long will my money last?" This is an hourly-based service that is governed by an estimate.

Wealth Transfer Planning (Estate Planning)

DocOnomics works in conjunction with your accountant, attorney and investment managers to coordinate and implement a comprehensive up-to-date plan designed to minimize death taxes and maximize wealth that is passed to your designated heirs and/or charitable interests. This is an hourly-based service that is governed by an estimate and often is combined with Retirement Planning.

DocOnomics performs an in-depth analysis of business and family assets that are potentially exposed to creditors and judgments. Cost-effective solutions are provided. This is an hourly-based service that is governed by an estimate and often is combined with Retirement Planning and/or Wealth Transfer Planning.