Retirement Planning Services For Medical Professionals
PRIME makes retirement planning easy!
Retirement Planning Services For Medical Professionals
PRIME makes retirement planning easy!
Life should only get better, we can help you save for it.
We understand the challenges and opportunities that concern medical professionals about retirement planning. Retirement is a big step, and we’re here to help you make it a rewarding onethrough our individualized solutions and relational services.
Take the stress out of retirement planning with PRIME
Retirement planning is a necessary part of your professional and personal growth.
At PRIME, we can tailor a comprehensive management plan to help you reach your retirement goals.
Our Four-Step Path to a Secure Your Future
Get Visibility
Prepare for your post-retirement life by getting a complete picture of your financial future, and saving needs.
Get Custom Solutions
We'll assess your financial situation, lifestyle, and work environment to determine suitable options for you.
Get More Organized
Our financial management software helps you organize your financial accounts and understand the benefits related to your occupation.
Get the guidance you need
One of our popular programs focuses on creating tax-free income for the future based on your saving potential.
Let us help you plan the next phase of your life!
Why PRIME?
Retirement is a significant financial and emotional milestone. It is more than an arithmetic problem; it’s about envisioning what your days may look like, and how your spending will likely change during your retirement years. With our systematic savings program, you can customize a budget and save automatically each month without worry.
Whether you’re planning, transitioning, or already retired, Prime is here to help You envision your future and make the most of your retirement years.
Confidently Take Charge of Your Retirement
With us, You Will
Our Four-Step Path to a Secure Your Future
Get insights on retirement planning, saving & spending
Figure out your lifestyle costs and make a smart spending plan
Get access to custom tools for your goal setting and progress tracking
Maximize your cash flow, purchasing power, and overall wealth
Minimize your taxes and drawdowns
Our Advisors will help you find the clarity, confidence, and direction you need!
What Our Clients Are Saying
“Howard, Jason, and the PRIME team are always honest and very quick to respond. Whenever I’ve needed them to help with something, big or small I always feel comfort that they are there”.
Executive Technology Consultant, NJ
“I have been with PRIME since my residency, and first met them at their seminar. I was surprised that they were even better in person than they were during the presentation. This was not usually true with all the vendors we had come to the hospital. With that said, they’ve always been there for me from the beginning. Now I have a family, a crazy shift schedule, and a busy life and we are very happy that we have this relationship”.
Emergency Physician, CA
“Prime is always very comforting and detailed with my financial planning. Whether it’s guidance with my tax planning, or laying out a financial path, they are always listening and building our wishes. They have helped me build a successful practice while also supporting our own individual financial goals for over 15 years”.
Pediatrician, CT
“Jason is always ready and willing to help with some very useful advice. The team always finds a way to ease my concerns in a quick manner. My husband and I like to interact quite a bit with them, and they always respond quickly. While I am sure that Jason is very busy, he and the team always make us feel like they have all the time in the world just for us”.
Medical Director, NY
“Jason is always ready and willing to help with some very useful advice. The team always finds a way to ease my concerns in a quick manner. My husband and I like to interact quite a bit with them, and they always respond quickly. While I am sure that Jason is very busy, he and the team always make us feel like they have all the time in the world just for us”.
Medical Director, NY
Other Services We offer
Business Creation
For more than 65 years, PRIME has provided tax planning services to physicians. We understand your unique needs.
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Tax Planning
For more than 65 years, PRIME has provided tax planning services to physicians. We understand your unique needs as a resident, fellow, hospital administrator, or private practice owner.
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Debt Planning
We'll help you tackle the root problems of your debt by analyzing all aspects of your financial situation.
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Investment Planning
Investing isn’t always about how much you have in your account. It should be about having the money available when you need it. We help physicians invest by building personalized investment programs based on their time horizon, risk tolerance, tax situation, and preferences.
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Insurance Services
As a doctor, you deserve the best protection! Let us help you with our specialized insurance plans that cover all three types of risks: Life, Disability, and Long-Term Care.
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Retirement Services
PRIME simplifies retirement planning for doctors with customized guidance and real-time tracking to ensure your plan aligns with your financial goals. We can help you answer that ever-so-present question: “How much do I need?”
Learn MoreFAQ's
A good retirement plan for doctors depends on several factors, such as when you will retire, what lifestyle you want, and how your savings are structured. We work with each client individually to solve this.
Consider increasing your retirement savings. If possible, work part-time in retirement or delay your retirement age. We have a lot of ideas to help you have a stress-free and secure future with retirement plan options for doctors and healthcare professionals. Contact us