Physician Retirement Plans

Most physicians and physician groups often do not realize the full tax advantages available through custom designed retirement plans. A properly designed plan can often direct 80% or more of the benefits to owners and key employees without much expense. The key is to develop a retirement plan formula that is unique to each practice based on that practice's specific demographics, employee makeup, and physician recruitment goals.

HCO's plans are generous and allow a wide range of investment options; mutual funds, index funds, discount brokerage options, and professional money management for those physicians seeking superior returns and wealth management services.

Our plans often involve 401(k), 457(b) and 457(f) plans, Cash Balance plans, and Non-Qualified Deferred Compensation programs.

The initial consultations, plan design, and professional recommendations are offered at no cost to those clients affiliated with our network of CPAs and Medical Practice Managers. Simply complete the contact us form below to get started.