Tax-smart retirement planning for physicians and executives

Tax-smart retirement
planning for physicians
and executives.

Time is your most precious commodity.

See how our “Personal CFO” services can take the burden of retirement planning off of your shoulders so you can live your ideal life.

Time is your most precious commodity. See how our “Personal CFO” services can take the burden of retirement planning off of your shoulders so you can live your ideal life.

Minimize your taxes. Optimize your income. Invest more wisely.

Why Tushingham Wealth Strategies?

Proactive and Coordinated

Most advisors just want to manage your money or sell you products. Our “Personal CFO” service helps you proactively plan and coordinate all of your financial affairs, simplify your finances, and help you live your ideal life.

Entrepreneurs

We work with business owners, physicians and executives. We understand the unique challenges that you face and can provide the solutions that you need.

Certified Financial Planner ™

CFP® Professionals are fiduciaries that meet rigorous education, training, and ethical standards. Maybe this is why only 28% of all financial advisors hold the CERTIFIED FINANCIAL PLANNER™ designation.*

*Source: www.cfp.netwww.cerulli.com

Case Studies

Retirement Planning for Physicians

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The Challenge: Michelle, an oncologist, is married with three children. She graduated from medical school with over $300,000 in student loans . . .

Retirement Planning for Executives

Hero Team

The Challenge: Reece is age 63 and married with two children. He is an executive at a technology company and plans on retiring later this year . . .

Pay for College and Protect Your Retirement

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The Challenge: Ryder and Kyla have two children, Kramer age 17, and Fletch age 14. Ryder is a pharmaceuticals executive and Kyla owns a dermatology practice . . .

Financial Planning

Our “Personal CFO” service will help you proactively plan and coordinate your financial future. We want to help you make smart financial decisions, so you can lead your ideal life, worry-free.

Wealth Management

We utilize a disciplined investment process to help assess risk in your portfolio and opportunities in the markets. This allows us to take the emotion and guesswork out of managing your life savings.

Business Planning

We work with business owners because we are business owners ourselves and understand the challenges you face every day. Learn how our team of professionals can help. 

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2024 Retirement and Tax Planning Guide

Download our guide to help you understand important planning and tax numbers. This includes tax brackets, retirement contributions limits, RMD information, and much more.

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