Customized guidance for doctors & dentists
You can rely on us to provide customized guidance to manage and protect the wealth you’ve worked so hard for.
Are you getting back as much as you give?
Safeguarding your practice is important for your financial wellbeing — do you have the time needed to ensure this happens?
Here’s how we can help.
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Doctors
Dentists
As a medical professional, you know what it takes to excel at the highest level
You’ve put in the hard work and the results are personally satisfying and financially rewarding. The path you’ve chosen has challenges and you alone know the energy you’ve put into achieving your professional goal. The ultimate satisfaction? Knowing that you have the power to protect not just the people in the community who depend on you, but also everything you’ve worked so hard for.
Your profession is more than a job, it’s a calling to help others insure their health and wellbeing. When you go to work your clients depend on you to make their lives better. Now it’s time to do the same for yourself and the staff who go the extra mile for you. Your practice is more than a daily routine, it’s a reliable resource your community depends upon.
Doctors
You’ve dedicated your lives to keeping yourselves fully informed and up to date on the newest medical advancements. You put your patients first. At LegacyMED, we put clients like you first.
Dentists
We’ll work with you and your team of professionals to create, implement and manage a plan focused on the needs of your practice as well as your personal goals and dreams.
We employ a conservative, time-tested investment strategy focused on preserving and growing our clients’ wealth
This is paired with a fully integrated approach to financial planning—addressing every aspect of your financial life with clarity and purpose. Our commitment is to make complex strategies simple, delivering guidance that is both comprehensive and easy to understand.
Financial Care Tips
Review Insurance Coverage
Things have changed exponentially in the last two years. Staying on top of life’s changes is key to managing your financial future. Now is the time to review your life insurance, auto insurance, home insurance, personal liability insurance, business insurance and malpractice insurance to ensure you have the right level of coverage.
Recheck Your Retirement Plan Contributions
Are you on track to retire when you want to? If you plan to retire early, you need to build a retirement fund sooner, not later. The longer you wait to invest the greater the amount you will have to save at a higher rate of return.
Maximize Registered Plans
Are you on track to retire when you want to? If you plan to retire early, you need to build a retirement fund sooner, not later. The longer you wait to invest the greater the amount you will have to save at a higher rate of return.
Tax Advantage of an IPP or CIRP
An Individual Pension Plan (IPP) is a retirement account for incorporated professionals, such as doctors and dentists. While similar to an RRSP, it has key differences.
Incorporated professionals can save for retirement tax-efficiently, often linking benefits to their business. A Corporate Insured Retirement Program (CIRP) allows practice owners/shareholders to receive retirement benefits through a corporately owned permanent life insurance policy.
Create a Will
Creating a will ensures that your assets, including personal belongings and investments, go to the beneficiaries of your choosing. Once you create a will, you can adjust this document as your needs and/or preferences change.
Find out how we can help you
Our team is dedicated to contributing to your financial success.