Sample site. Northpoint Wealth is invented. Every name, price and review on it is invented too.
Direction 1 of 8: Boutique · Sand ▾

The same advisory practice in 8 design directions. Switching keeps you on this page.

Why it is built this way ▾

The features a site in this trade needs. Each one is working somewhere on this sample:

  1. Fiduciary statementFee-only and fiduciary are the words prospects scan for, so they sit in the strip at the top of every page.
  2. Published fee schedulePeople who book an introduction have already seen the number, which makes the first call about planning.
  3. Fee calculatorThe schedule becomes a dollar figure for the visitor's own assets, with no returns projection anywhere on the page.
  4. Who this is forPre-retirees, business owners, physicians and heirs each get a page, so the right prospect sees their situation named.
  5. Advisor credentials up frontCFP certification and years in practice sit on the team cards and the about page.
  6. A short introduction formThe form has three fields and books a 20-minute call, since nobody hands over their savings from a web form.
Fee-only fiduciaryNo commissions or product sales
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Home / Services / Planning for physicians and dentists

Planning for physicians and dentists in Halloway

High income, a late start and student loans, planned together.

Older couple walking hand in hand along a beach, seen from behind

Doctors and dentists often start saving in their mid-thirties with large loans and a high tax bill. We plan loan repayment or forgiveness, backdoor Roth contributions, disability coverage review and practice buy-ins in one plan.

We are paid only by our fee, so a recommendation to pay down a loan or keep cash on hand earns us nothing extra. We review insurance you already hold and point out gaps without selling a policy.

What is included

  • Student loan repayment and PSLF review
  • Backdoor Roth and retirement plan choices
  • Practice buy-in and partnership decisions
  • Disability and life coverage reviewed without a sales pitch

Questions about planning for physicians and dentists

I have less than $500K invested. Can you help?

For physicians and dentists early in practice we offer a flat planning engagement of $3,500 a year.

Do you work with residents?

We hold one free session a year for residents and fellows. Ongoing service usually starts once you are in practice.

How it works

How booking planning for physicians and dentists works

1

A 20-minute introduction

A short call about what you are planning for. You don't need any documents, and there is no obligation.

2

A discovery meeting

We look at your accounts, income, taxes and goals, and tell you plainly whether we are a good fit.

3

Your written plan

You receive a plan and a fee agreement to read at home. Nothing is moved until you sign.

Also offered

Other services

Retirement planning

Included in the advisory fee

For people five years or less from retirement: income, drawdown order and taxes.

Investment management

0.90% on the first $1M

Diversified portfolios of low-cost funds, rebalanced and managed for taxes.

Planning for business owners

Included in the advisory fee

Exit planning, concentration risk and retirement plans for your company.

Questions before you book?

Or call (555) 010-6650.

Book an introduction
Call (555) 010-6650