WEALTH ADVISORY SERVICES FOR
MEDICAL DOCTORS AND THEIR PRACTICES
Legend Financial Advisors, Inc.® (Legend®) with its headquarters located in Pittsburgh, Pennsylvania, provides a number of Wealth Advisory Services to Soon-To-Be Affluent, Affluent (those individuals that have investment assets of $1,000,000 to $10,000,000) and Wealthy (those individuals whose investment assets exceed $10,000,000) medical doctors, their families as well as their medical practices. Our Wealth Advisory Services are tailored to meet the specialized needs of doctors. These services include the following:
Comprehensive Financial Planning
Investment Management
Investment Consulting
Retirement Plan Distribution Planning
Income Tax Preparation
Estate Planning, Trust Services, and Philanthropic Planning
Furthermore, we provide medical practices with Retirement Plan Services.
These services include:
Plan Establishment Consulting
Investment Policy Statement Development and/or Review
Investment Management
Investment Consulting
Investment Education Workshops
Plan Audits and Plan Administration
Legend® also offers business consulting services to doctors who are shareholders or partners in medical practices. With Legend®’s vast nationwide network of contacts as well as its own experience in servicing medical professionals through the years, we are able to offer these specialized services to help ease the administrative burden of the medical practice. Some of the services that we offer include:
Business Entity and Structure Analysis
Banking Arrangement and Loan Financing Analysis
Medical Practice Continuity/Succession Planning
Legal Documentation and Requirements
Insurance Analysis
Employee Benefits Analysis
Analysis and/or creation of Doctor and/or Key Person Compensation Benefit Arrangements
Personal Financial Planning Services for Medical Doctor Owners and Key Employees
Financial Planning Workshops for Staff Employees
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Let Legend Financial Advisors help you with fee-based management, financial
planning, retirement consulting, risk management and estate plans. We are
located in Pittsburgh, PA.