Financial Planning for Physicians in Metro Detroit
Physicians face a unique set of challenges and opportunities—high income, irregular hours, and complex benefit packages. We provide Metro Detroit doctors with:
- Personalized investment strategies for W-2 and 1099 income
- Retirement plan guidance (403(b), SEP IRA, Solo 401(k), defined benefit plans)
- Tax planning strategies such as backdoor Roth IRAs
- Student loan repayment planning and public service forgiveness support
- Risk management and asset protection (disability, liability, life insurance)
- Succession and exit strategies for private practice owners
Whether you’re an early-career physician or nearing retirement, we simplify the financial side of your medical career.
Getting the Compensation You Deserve
Know how to navigate your compensation throughout your career:
Our team serves as your financial coach for planning your finances from medical school through retirement. From contract review to disability and insurance, to refinancing student loans and starting your own practice, we help physicians with families and female medical professionals to navigate their entire financial journey!
Could You Potentially Earn More Money?
One of the easiest methods to earn more as a medical professional is to negotiate the best contract possible and to thoughtfully choose a fair compensation model. Our financial advisors will help you to review and negotiate your contract from start to finish.
We offer:
- Assistance with Job Offer Negotiation
- Review of Your Current Compensation
- Financial Consulting Services for your Unique Situation
Copyright © 2023 Kimberly Jamieson, Financial Planner - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Hwy., Ste 1300, Southfield, MI 48034. (248) 663-4700. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, IL, MI, NC, NV, OH, TN, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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