Broker Check

Services for Doctors

As a doctor, your primary focus is helping others, but who is helping you? Doctors and other healthcare professionals have unique financial planning needs. At Tax & Capital Management 360, we specialize in helping doctors invest their wealth, plan for taxes, manage their corporate structure, and design strategies to achieve their long-term goals.  Medical Economics and LeverageRX have listed Brian on their “Best Financial Advisers for Doctors” list.*

We can work with you to:

  • Manage assets
  • Plan for taxes
  • Manage corporate structure and employer retirement plans
  • Plan for multi-state taxation issues
  • Manage risk and liability
  • Address estate planning
  • Prepare for retirement
  • Analyze cash flow
  • Plan for a child’s education


*This is select group of advisors screened on a number of different criteria, including; educational background, credentials, experience, firm size, percentage of doctor clients, affiliations with medical organizations, and noteworthy professional achievements and planners who had worked directly with clients for at least 10 years.  To assure that advisers are keeping abreast of laws and developments that could affect a financial plan, advanced credentials and continuing education were considered. We also limited our selection

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation