Physician’s Specializing in Rural Medicine

Concierge Tax, Financial, and Retirement Planning Programs Designed Specifically for Physicians Serving Rural Areas

Rural medicine is a unique and challenging endeavor, and it takes a special physician to serve the under-served. You’re the “boots on the ground”, proving a broad array of services to a geographically expansive community.

We’ve served physicians for decades, including those in rural medicine working at critical access hospitals (CAH), rural health clinics (RHC), and in concierge/private practice. We understand the unique challenges you face in your practice, and the unique financial and tax planning requirements and challenges that come with rural medicine.

From tax preparation, estate planning, 401k management, to retirement planning, we can help keep you on the right track with items that often wind up on the backburner. With our virtual capabilities, we can serve you where you are.

  • Designing Your Financial Journey

    Why you chose rural medicine is a part of your unique journey in life and career. After residency, physicians get the opportunity to build the life they want. In rural areas you will face distinctive life challenges and opportunities in your journey towards financial freedom.

  • Wealth & Tax Complications

    In our experience, physicians serving rural America often have aspects to their taxable situation and financial life few other physicians face, such as variable and differing compensation models, limited access to employer retirement plans, or deciding to invest locally, such as in farmland.

  • Living Uniquely

    A financial plan is more than just a document. It’s an exploration of where you are and where you want to be. Many of the doctors we work with feel a “calling”, particularly those who practice in rural areas. Outside of the urban center you have the opportunity to build a life uniquely yours.

Steven K. Howell,
CPA, CFP, MBA

We are CPAs and Certified Financial Planners®, not salespeople. As a fiduciary, our goal is singular: help you build the life and future you want.

Being a successful doctor takes years of training, and requires skill, dedication, and resiliency. We want to help you leverage your hard work and abilities to find the financial freedom you deserve.

For decades across the country we’ve work with physicians in many specialties and various points in their career. All of our services are tailored to your needs and come with access to our mobile planning app. Message us below if you’re interesting in having a conversation to get to know each other.

Initial conversations can take place via phone, zoom, or in person, & are always free, no stress, and no hassle.