Physician Solutions

Here at The Lorey Group, we understand the financial challenges of being in the health care industry. Our professionals are prepared to work with you every step of the way, from residency until retirement. Our team focuses on the financial concerns of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.

Many years of education and residency, long hours, and stressful days can all take a toll on your financial situation. It is our goal to help you develop a financial strategy so that you can devote your time and energy to what matters: your patients. Gaining an understanding of your goals, values, and circumstances is only the beginning. Once we develop an understanding of who you are, and your objectives, we will customize a strategy that meets your needs.

Collaborating with us helps provides assurance that your financial goals are on track in your sometimes hectic career. Together we create, implement, and monitor your financial portfolios so you can be prepared for the future. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how the finances of health care providers can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career. 

Charitable Planning

Our professionals can help you with your charitable giving as a part of your financial strategy. If giving to a cause has been on your mind but you’re unsure of the best approach, consult with us today and we’ll help you make donations to a charity part of your personal financial strategy.

Retirement Planning

Retirement planning is crucial for physicians or other health care providers in order for them to stay on track and retire on time. Many careers only require 4–6 years of higher education, but the medical field requires so much more of an investment. While others can begin saving for retirement within years of graduating high school, individuals in the medical field can fall behind without proper planning. Our job is to help you address your finances in such a way that retiring on time is made possible.

Education Planning

Planning for the education of your children can be overwhelming, especially when you are still paying or have just finished paying off student loans of your own. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a funding strategy best suited to the needs of both you and your children. Talk to us about education funding today.

We do not provide tax advice. Please consult your own advisors for tax advice.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Employee Benefits

No health care office can run smoothly without the help of administrative staff, managers, nurses, physician’s assistants, and other staff members. This team is what keeps patients satisfied, schedules complete, and priorities in order. Benefits, such as medical and dental insurance and paid leave help ensure that your employees are dedicated to staying with your practice. Our job is to help you decide which benefits are best for your practice.

Disability Insurance

If you are no longer able to work due to illness or injury, disability insurance can protect a portion of your income so that your family still has a reliable source of income. In addition to medical expenses, income is usually reduced or even terminated at the onset of an illness or injury. As the main provider for your family, you should strongly consider disability insurance if your spouse does not believe he or she could maintain financial stability with only one income. We can help you protect your current lifestyle and long-term goals.

Medical and dental insurance are available through one or more carries not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.

We do not provide tax advice. Please consult your own advisors for tax advice.