Planning for Physicians
The changing landscape of healthcare presents unique planning challenges for physicians, their practices and their families. Atlanta Financial has specialized in working with physicians to enhance and protect their wealth for more than three decades. Our experienced team has a deep understanding of the strategies necessary today to combat the uncertainties healthcare providers face today.
Atlanta Financial currently serves the financial needs of physicians and their families across the spectrum of medical specialties through our MDFIT™ process, designed precisely for your unique wealth management needs.
Find Your MDFIT™
Our MDFIT™ process helps answer tough questions including:
• How can I successfully plan for retirement when my income is uncertain?
• How can I reduce my income tax liability?
• How can I protect my hard-earned assets from potential malpractice claims?
• How can I build safeguards into my financial plan given the uncertainty in the healthcare field?
MDFIT™ is led by:
JULIANNE F. ANDREWS
MBA, CFP®, AIF®
With over 30 years of experience in the financial planning industry, as well as a host of awards with her name on it, Julianne Andrews is a passionate Wealth Manager for her clients. For Julie, however, her entry into financial planning came about rather organically. After receiving her MBA, Julie began her professional career as a financial analyst for a Fortune 100 company in its strategic planning area. Although preparing financial forecasts for a large corporation was interesting, she felt she could apply those same skills to individuals and families in a more impactful and meaningful way.
CPA, CFP®, AIF®
Rick focuses on providing wealth management solutions to successful business owners, professionals, and corporate executives in the Atlanta metro area. Working closely with his clients, he helps them address their major concerns: building and preserving their wealth and independence, mitigating taxes, taking care of their heirs, ensuring that their assets are not unjustly taken, and charitable giving.
Click here to schedule your complimentary 30-minute introductory call.