Financial/Wealth Services

CE Medical Group has a division of the company dedicated to personal financial consulting and services.

Our Firm

What we offer the Physician...

As a financial consulting and services firm devoted to developing custom designed financial and benefit strategies for the physician we constantly look for ways to remove the guess work from decisions that our clients face. For over 9 years, our advisors have assisted medical professionals to identify the most efficient and effective ways to manage risk and build wealth. Through our years of experience we have gained great insight into the unique challenge physician's face in reaching their financial goals. Our services are comprehensive in nature, but are tailored to meet the unique needs of each of our clients.

Services Offered

As we consult with our clients, we provide turn-key access to a wide array of products and custom designed solutions to meet the needs of practices just beginning or those that are transitioning due to retirement, death or disability.

Personal Planning Solutions including:

• Retirement Planning
• Retirement Income Strategies
• Financial Planning and Wealth Management
  • Charitable Giving
  • Estate Preservation
• Disability Income Insurance
• Investment Strategies
• College Education Funding
• Life Insurance
• Health Insurance
• Long Term Care Needs

Business Planning Solutions including:

• Business Continuation Planning
  • Funding Option Analysis
  • Buy - Sell Strategies
  • Business Succession Planning
  • Key Person Insurance
• Executive Fringe Benefit Planning
  • Deferred Compensation Funding
  • Non-Qualified Fringe Benefits
• Employee Retention Benefit Planning
  • Pension, Profit Sharing and 401(k) Plans
  • Health Insurance
  • Health Savings Accounts

Our Mission:

To assist our clients to efficiently achieve their financial goals by providing practical financial solutions and measurable improvement.