Integrated Financial Services For Doctors
As a doctor, you face several challenges when it comes to securing your financial future. Educational requirements and substantial student loans delayed your ability to generate income and savings, while constant patient care and the need for continuing education demand your full attention, leaving precious little time to devote to your financial well-being.
Ironically, you spend most of your life caring for others, and very little time caring for yourself. What’s more, your income bracket makes you the target of financial specialists of all shapes and sizes, each of whom professes the expertise to provide you with the most efficient retirement plan, a can’t-miss stock, comprehensive insurance coverage, tax shelters… the list goes on.
Ask yourself this:
- Can consultants looking through the microscopes of their own individual disciplines be successful in helping you achieve your financial goals?
- Who ensures that their combined efforts are squarely focused on your financial health in its totality?
That’s Where Duval Capital Management Comes In.
The Whole is Greater than the Sum of Its Parts
Duval Capital Management offers financial planning programs through LPL Financial, a Registered Investment Advisor, designed for doctors. Duval Capital Management capabilities are driven by a team of financial talent and strategic thinkers who design and manage each of the four cornerstones of our integrated platform:
- Practice structure
- Risk management
- Portfolio design
- Asset protection
We employ a conservative approach committed to unwavering regulatory compliance that seeks to avoid unwarranted risk, maximize allowable deductions and protect income and savings from unexpected life events.
The Duval Capital Management team understands doctors unique earning, spending and savings patterns across different specialties and age groups, and uses that knowledge to design integrated financial strategies that are intended to help you pursue your goals. We work hard in an effort to mitigate threats to your income and investments, and possible exposure to creditors and frivolous lawsuits. Duval Capital Management also helps doctors recognize the tax implications of their entire portfolio and advises on the selection of appropriate pension and business structures.
Key to the Duval Capital Management approach is the delivery and management of all programs and services through a single point of contact: your independant Advisor. Duval Capital Management counts on years of experience helping individuals in their pursuit of financial independence.
*Financial Planning offered through LPL Financial, a Registered Investment Advisor.