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Protecting & Growing Physician Wealth

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You Are Halfway Through the Year
Is Your Wealth Keeping Up?
Protecting and Growing Physician Wealth: A Mid-Year Review
Wednesday, June 17th
12 PM & 4 PM EST
Zoom Webinar
Register for the Free Session
You Are Halfway Through the Year Is Your Wealth Keeping Up?
You Are Halfway Through the Year Is Your Wealth Keeping Up?
Protecting and Growing Physician Wealth: A Mid-Year Review.

Wednesday, June 17th

12 PM & 4 PM EST

Zoom Webinar

Register for the Free Session
All registrants receive: A PRIME Mid-Year Financial Checklist for Physicians – a practical guide to see exactly where you stand and the three moves worth making before December closes in.
Is Your Financial Plan Built for a Physician's Income Timeline?
Physician income does not fit neatly into a spreadsheet. A base salary, a productivity bonus, a directorship stipend, and maybe a few locum shifts; all taxed differently, all arriving on the same return, all competing for a plan that was never built with you in mind.
43% of American physicians report feeling burnt out (more than any other peer country surveyed)
Source: Commonwealth Fund International Health Policy Survey, 2025 via The Economist.
When your working hours average 50 to 55 hours a week and the administrative load keeps growing, financial planning becomes the thing you intend to do when things slow down. Things do not slow down. That is exactly why this seminar exists.
Being a high earner is a fact. Building lasting wealth around that income is a decision, and June is the right moment to make it.
Complex Compensation Structure
High Tax Exposure
Limited Planning Bandwidth
Late Financial Start
Timing Is the Difference Between a Good Outcome and a Great One
The same is true in financial planning. June is your half-time diagnostic.
Behind You
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January through june

Your numbers from the first half are clear. You can see exactly what income came in and how it was structured.

Right Now
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The second half is still open

Decisions made now on withholding, retirement contributions, and investment timing still have time to work.

Think of it the way you think about a follow-up visit. You do not wait eight months to review results after a procedure. You look at the data while you can still act on it. This seminar is that follow-up visit for your financial health.
$250K The average physician graduates with approximately $250,000 in medical school debt, meaning most start the compounding clock a decade later than their peers. Mid-year planning is how you close that gap.
Source: EducationData.org via Sermo Financial Planning for Physicians Guide, 2025
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What Physicians Should Fix Financially Before December

Multiple income streams, zero coordination. A base salary, productivity bonus, and directorship stipend, each taxed separately, all landing on one return with no unified strategy.

Investment gains with no offset in view. A gain lands with nothing coordinated against it. Not illegal, just unplanned, and the bill arrives in April.

A late start that compounds over time. A physician who begins investing at 35 versus 45 can see a difference of over $4 million at retirement; same income and return rate, different timing.

45 Minutes to Align Your Income With Your Life Goals
Not a recap of the past. A forward-looking mid-year review built around the decisions that actually move the needle for physicians between now and December.
30 minutes of targeted insight. 15 minutes of live Q&A where you bring the question you have been sitting on.

In 45 minutes, you will walk away knowing:

The H2 Course Correction. How to read your first six months of income and investing, and identify exactly where your plan needs to shift before December closes in.

Your 2025 Return as a Forward-Looking Tool. Many physicians file and move on. Learn how to use it as a precise diagnostic for the rest of this year.

A Coordinated Plan Structured decisions across income, taxes, and investments can add approximately 3% in net annual portfolio value. Over a 20-year career, that number becomes significant.

Answers to the Questions You Actually Have. The 15-minute Q&A is open. Bring your specific situation and your most pressing financial question. There is dedicated time for it.

No financial overhaul required. Just clarity on where things stand and the two or three moves that bring the second half of the year into alignment.
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Learn from Advisors who understand Physicians
Jason, Maureen, and Alex are experienced financial advisors who specialize in physician-focused planning.
They have guided thousands of doctors through tax strategy, investment planning, and long-term financial decisions from residency through retirement.
Their work is backed by Prime Financial Services’ 70-year history of advising physicians across changing tax laws, evolving practice models, and multiple generations of medical careers.
That depth shows up in how they think, what they flag early, and how they help physicians make decisions that hold up over time.
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PRIME Stats
More than 2,500 active clients in 34 different States
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Building Generational wealth for physicians since 1956
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Work with over 200 Hospitals and Medical Practices
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You Would Not Let a Patient Leave Without a Follow-Up Plan. Do Not Do It to Yourself
You have spent the first six months of 2026 working. The second half will pass just as fast.
June 17th is the follow-up appointment your financial health has been waiting for.
Forty-five minutes with advisors who have spent decades working with physicians, and a live Q&A to bring whatever is on your mind.

Wednesday, June 17th

12 PM and 4 PM EST

Zoom Webinar

Can’t make it live? Register anyway. We’ll send the recording and A Financial Roadmap for Medical Professionals guide straight to your inbox.
Register for the Free Seminar
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