Wealth Management Services for Medical Providers

“Wealth management” is the best way to describe our complete set of financial services. Just as the Idaho Medical Association places a high bar for its membership, so does the Wealth Management group of the association. We take on a serious fiduciary responsibility and work daily to proficiently manage and optimize the growth of each client’s wealth and wealth distribution.

HOW DOES OUR WEALTH MANAGEMENT FOR DOCTORS DIFFER FROM OTHER SERVICES?

Our wealth management for doctors and other healthcare professionals is an all-in-one approach to building your fiscal well-being. We know that it is particularly important to offer this service to physicians, since these professionals:

  • Have an extended training process

  • Must pay off considerable student loans

  • Begin earning a salary later in life

  • Work long hours in a demanding position

Is it time to gain control of your financial future and support the successful growth of your wealth? Start by scheduling a no-cost consultation with an experienced wealth manager for physicians in our Boise office.

TAKE CONTROL OF YOUR FINANCES

The Idaho Medical Association Financial Services (IMAFS) team will take care of your finances so that you can take care of your patients. Our wealth management service for physicians focuses on three key questions:

What is your current financial situation?

Where would you like to be in the future?

What steps can you take to reach your goal?

For example, one client may be a young professional looking to pay off their student loan debt and create a plan to go from zero savings to a stable retirement fund. Another client may wish to save for their kids’ college and ensure that their loved ones are secure if an unforeseen tragedy occurs. A third client may want one of our financial experts to look over their tax returns to see if they are paying more than they need to each year.

We will help you reach your financial goals on your desired timeline. How? By sitting down with you to discuss your options and design a personalized plan. Then, we will continue to meet with you, track your financial progress, and adapt your strategy as your needs change. 

OUR WEALTH MANAGERS ARE HEADQUARTERED IN BOISE, IDAHO

It is essential that you have a wealth manager who you can meet and communicate with regularly. At IMAFS, we value being available to our clients. Headquartered in Boise, Idaho, within easy driving distance of Canyon and Ada Counties, we are the right wealth management provider for doctors in the Boise area and throughout Idaho.

Our team is uniquely equipped to work with those looking to better their financial health and future. Why? Because we are an independent fiduciary with a fee-only structure. Our number one concern is you and your goals — not our bottom line. Learn more when you contact us today!

doctor reviewing wealth management papers from financial advisor in ada county

About Idaho Medical Association

The Idaho Medical Association now exceeds 2,500 members of medical professionals through 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 like those throughout the association.


Are You in Need of a Financial Health Check Up?