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.
Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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?
Content Related To MDFIT™:
MDFIT™ is led by:
JULIANNE F. ANDREWS
MBA, CFP®, AIF®
E-mail: [email protected]
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®
E-mail: [email protected]
Rick Henderson brings over 30 years of combined tax and financial planning experience to his clients, their families and their businesses. Beginning with his very first job as a neighborhood paperboy, Rick has learned the importance of well-planned finances and the independence, security and peace of mind that brings.
After graduating from Furman University, Rick began his career with a prominent worldwide accounting firm where he earned his CPA, and then continued his career as a tax CPA with a leading Georgia – based firm. While at the second firm, Rick began working closely with the types of clients – business owners, professionals, and executives – that now make up the majority of his clientele.
Since Harrison was young, he always had a strong interest in problem-solving, from elementary school brain teasers to the New York Times Sunday crossword puzzle. Growing up he saw his father, who has been in financial planning for over 30-years, apply that same problem-solving mentality to the real world with his clients. That real-world application sparked an interest in using personal financial planning to solve the puzzle of financial independence for others.