Retirement Planning for Healthcare Professionals

Nothing can be more important to any physician’s financial well-being than having a sound, unbiased, and regularly evaluated retirement plan. We understand, however, that choosing the right retirement investments may seem confusing or frustrating at first. Which funds should you invest in? How much money should you keep in equities vs. bonds? How much should you save each month?

There is no such thing as a one size fits all approach to retirement planning for healthcare professionals. Fortunately, the Idaho Medical Association Financial Services (IMAFS) team is committed to offering personalized retirement strategies for doctors who live and work in Ada County, Canyon County, and across Idaho.


At our headquarters based in Boise, Idaho, we offer comprehensive retirement planning solutions for healthcare professionals. Day in and day out, our expertise is 100% focused on establishing best practices to ensure that your retirement plan yields the strongest benefit for you, your medical practice, and your loved ones.

Financial security and wealth are built through two key mechanisms: 

(1) Your career expertise, hard work, and endeavors

(2) Your ability to leverage these items to create a robust investment plan that will help you build wealth and secure your retirement

Our retirement planning for healthcare professionals will consider the optimal timing and age for your retirement to begin and the financial assets required to sustain an enjoyable retirement for you and your loved ones. Each of our retirement plans will work to secure strong wealth distribution for our clients at life’s end.


Modern medicine is evolving, and it is becoming more probable that you will live a long life. Having someone who can help you run retirement scenarios and create retirement savings plans will ensure that you do not outlive your money. 

Physicians throughout Ada, Canyon, and Boise Counties count on us to maintain consistent reviews, updates, and optimization of their financial plan. As each of our clients experience change over their working career, we are there to help them maximize every opportunity while minimizing exposure and risk. For each client, we offer to review 401k and 403b options, employment agreements, estate documents, insurance documents, and anything similar. We also provide high-quality physician wealth management services. Very few other firms could say the same thing.

At least half of Americans woke up this morning without anything even remotely resembling a retirement plan. Don’t squander your expertise and career pursuits with shortsighted financial planning. Furthermore, don’t leave your retirement in the hands of a biased financial services firm working primarily for their own immediate commissions rather than your long-term security and wealth.


At IMAFS, we look at the full picture of your finances, and our financial management services are specifically made for doctors. We are an independent, fee-only fiduciary. That means that we offer the best financial advice for our clients’ unique needs without outside influence. Give us a call, and ask about our retirement planning for healthcare professionals today!

canyon county financial advisor discussing retirement plans to healthcare provider

About Idaho Medical Association

The Idaho Medical Association now exceeds 2,500 members of medical professionals throughout the state of Idaho. All of these medical professionals meet the association’s strict membership requirements. Our financial services group is uniquely skilled to provide the utmost wealth management services optimized for medical professionals.

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