Financial & Retirement Planning for Orthopedic Surgeons
Build Wealth
Reduce Taxes
Exit Your Practice Optimally
WE SPECIALIZE IN WORKING WITH ORTHOPEDIC SURGEONS
Unlike traditional financial advisors, we specialize in helping orthopedic surgeons navigate:
High income tax planning and asset location
Asset protection and estate structuring for high liability exposure
Multi-entity tax strategies (PCs, MSOs, Surgical Centers)
Practice exit strategy and MSO transitions
The Value We Provide
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Wealth Management
Your financial life deserves the same precision you bring to surgery. We design disciplined, tax-aware investment strategies aligned with your long-term goals, risk tolerance, and lifestyle vision—so your wealth works efficiently while you focus on your practice.
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Tax Optimization
High income doesn’t automatically mean high efficiency. We proactively identify strategies to reduce unnecessary tax drag, coordinate with your CPA, and implement forward-looking tax planning designed specifically for late-career surgeons.
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Retirement Readiness
Retirement isn’t a number—it’s a transition. We build a structured roadmap that helps you understand when work becomes optional, how income will flow, and what your lifestyle will look like beyond the OR.
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Practice-Exit Planning
Your practice may be your largest asset. We help you prepare early, structure intelligently, and exit strategically—so the sale of your practice strengthens your retirement instead of creating avoidable tax and timing mistakes.
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Hidden Tax & Wealth Strategies for Orthopedic Surgeons
If you’re a high-earning Orthopedic Surgeon, chances are you’re paying more in taxes than you should be. Which is why we created this tax guide to help you learn about potential ways you could save over $100,000 per year in taxes.
Stop overpaying on taxes, and use your hard-earned income to build wealth for you and your family.
Client Reviews
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The Ortho Money Show
