FIOH provides a number of financial planning and advisory services to affluent medical doctors and professionals, their families, and their medical practices. Our wealth-building and management services are tailored to meet the specialized needs of physicians. These financial services include the following:
- Personal financial goals and objectives development
- Investment Management
- Investment Consulting
- Income Tax Planning
- Estate Planning, Trust Services, and Philanthropic Planning
Furthermore, by aligning with a national third-party provider we provide medical practices with Retirement Planing Services. These services include:
- Plan Establishment Consulting
- Investment Policy Statement Development or Review
- Investment Management
- Investment Consulting
- Risk Management Consulting
FIOH also offers business consulting services to doctors who are shareholders or partners in medical practices. With an alliance of a nationwide network of contacts as well as direct experience in servicing medical professionals, we are able to deliver solutions for unique requirements by medical practices. Some of the services that we offer include:
- Employee Benefits Analysis
- Analysis or creation of Doctor or Key Person Compensation Benefit Arrangements
- Personal Financial Planning Services for Medical Doctor Owners and Key Employees
- Financial Planning Workshops for Staff Employees
