the Retired Doctor

We help surgeons that have been saving and investing their retirement account using stock tips from wealthy friends and neighbors. In the aftermath of the 2008 Great Recession, some clients came to us distraught over the outlook for their future, and fear they would never be able to retire.

After we evaluate your current portfolio, we can work with your accountant to help set you up with a retirement plan for your situation to help maximize savings and minimize taxes. We can also put you on a schedule of consistent monthly contributions to the account, utilizing dollar cost averaging in a diversified portfolio of low-cost, value-oriented, index-based funds geared to achieve growth.