Medical and Allied Healthcare Professionals
VAM specializes in serving Healthcare Professionals. Being in the healthcare profession presents unique financial hurdles. We work with Physicians, Healthcare Professionals etc. to maximize after-tax income while building and providing guidance on essentials such as disability income insurance and asset protection.
You are professionals, who are so busy taking care of others that you do not always make time to take care of yourself. VAM is a fee-only based wealth management practice that helps all healthcare professionals from Physicians and Dentists to Medical and Dental Assistants. We help healthcare professionals to take control of their finances so that they can position themselves for a bright financial future. You will sleep well at night knowing that you have an experienced, trusted advisor who is guiding you towards financial independence. Our goal at VAM is to financially take care of you and your family while you take care of your patients. In addition, we are always accessible for questions or concerns during the evenings, your drive home, lunch time, between patients and Saturdays until 2pm. We are a firm that provides trustworthy, unbiased financial advice to dedicated hard-working professionals like you, who want to succeed and take care of their families. Each situation is unique.
There are a number of scenarios that we frequently work to help our healthcare and dentistry clients plan for:
Consolidate old 401(k)s, 403(b)s and all other investment accounts at one institution with a unified investment approach.
Evaluate options to manage student loan debt.
Retirement planning and income projections during retirement.
Asset protection strategies.
College planning and educational savings goals.
Tax-efficient investing and planning with tax consideration in mind.