Financial Planning for Healthcare Professionals

Financial advisors specializing in comprehensive financial planning for healthcare professionals in Idaho.

Idaho Medical Association Financial Services (IMAFS) provides wealth management and financial planning for healthcare professionals. Our financial services are the best choice for physicians who live and work in Idaho, such as Canyon County or Ada County.

Our advisors consider the whole picture when it comes to your finances. We look into your current financial position, your overall goals, and the actions you need to take to reach those goals.

We are also here for you when life doesn’t go as planned, ready to discuss how we can modify your financial strategy to make sure you can enjoy the retirement you deserve.

Whether you need assistance discovering the right retirement funds to invest in or are interested in saving money through our tax planning service for doctors, we will always keep your best interest in mind.

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Our Financial Services

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Retirement Planning

We assist clients at every stage of retirement and distribution planning, building client wealth and effectively guiding wealth distribution during your retirement years.

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Insurance Planning

Even the grandest plans can go awry. A well-designed insurance plan helps ensure you are covering your assets without purchasing more insurance than you really need, all the while maintaining the peace of mind that you and your family require.

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Investment Planning

Investment and retirement plans go hand-in-hand, as investing is one of the primary means by which successful retirement is possible. We utilize only highly available, registered funds from investment firms whose philosophies match our drive for high performance.

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Wealth Management Planning

As a comprehensive approach to improving your financial situation, our financial advisory services can help you take control of your wealth and wealth distribution while helping to map out your financial future.

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Estate Planning

Estate planning not only allows you to avoid unnecessary taxes, court costs, and attorney fees, but it also removes the burden of organizing your estate from the shoulders of your loved ones.

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Tax Planning

As your wealth grows, planning your income taxes becomes more complex. We do not prepare your tax return, but we do give it a thorough look to ensure that you’re minimizing your tax burden.

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401(K) Solutions

If you are a business owner, we can help you craft the best plans for retirement and 401(k) packages to meet the needs of your employees

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403(b) Plans

A 403b plan for medical professionals allows doctors to take control of their retirement with defined contributions into a secure program that provides flexibility and security.

Fee-Only Financial Planners

We will look over every aspect of our clients’ finances in exchange for a low-cost fee that comes from the people we advise — and no one else. These transparent fees are presented to you up front, not hidden in the fine print. This fee will pay for the financial advice, financial plan, or asset management services that you need.

Unlike other financial planners, our advisors never make an outside commission. They are NOT incentivized to sell you specific investments, such as annuities, mutual funds, or insurance.

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Financial Advice for Doctors

Financial planning is essential for healthcare professionals, perhaps more so than for any other industry.

Cookie-cutter financial advisors may not understand the unique position that doctors face. Yes, you will enjoy high earning potential with time, but you will begin your career in your late twenties or early thirties, usually with high student loans. As your career progresses, you may work toward new goals, such as founding your own practice or putting your children through college.

At IMAFS, all of our services are screened by a board-appointed representative from the Idaho Medical Association. Every day, we work solely for doctors and other healthcare workers. Financial planning for healthcare professionals is not just our area of expertise — it’s our passion.

We Follow a Fiduciary Standard

Our advisors act as fiduciaries, so they have sworn to only consider your best interests when giving financial advice. They will avoid any conflicts of interest and work to support your goals. As members of NAPFA, the National Association of Personal Financial Advisors, they must renew a fiduciary oath and commit to upholding a strict code of ethics.

We Offer Independent Advice

All advisors who work for IMAFS are fully independent. That means that they aren’t tied to a brokerage firm. These professionals don’t have to stick to a corporate script when recommending investment opportunities for you. Instead, they can discover the best possible solutions for the physicians they work with, whether they are located in Ada and Canyon Counties, or anywhere in Idaho.

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Start Building Your Financial Future

To learn more about our financial planning for healthcare professionals, contact us today!

Certified Financial Planners

With over 35 years experience in wealth management, our financial advisors are not only certified and associated by the most recognized organizations and accreditations but have proven, real world experience as financial services professionals.

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