Comprehensive Financial Planning & Wealth Management
For Doctors, Dentists Nearing (or in) Retirement
Has the thought of retirement been visiting your mind more often lately? Maybe it’s a quiet nudge between patients, or a louder question after a long day in the office: Is it time? Time to step away from the practice you’ve built, the patients you’ve cared for, the identity you’ve carried for decades?
For physicians and dentists, retirement isn’t just a financial decision—it’s an emotional and spiritual shift. It’s the recognition that your next season of life deserves as much intention and purpose as the career you’ve poured yourself into. And yet, the questions can be overwhelming:
Am I ready? Financially? Emotionally? Personally?
What will life look like when the white coat comes off?
Will I still feel needed, fulfilled, energized?
Have I truly planned for what’s next—not just in dollars, but in dreams?
At Lifepath Advisors, we specialize in helping doctors and dentists answer these questions—not with generic plans, but with deeply personalized strategies that align with what matters most to you. Because after years of serving others, now it’s time to serve your future self, your family, your purpose.
We’ve guided countless medical and dental professionals through this life-defining transition. And if we’ve learned anything, it’s that no two retirements are alike. Some of our clients are drawn toward travel, philanthropy, or mentoring. Others want to invest more time in family, passion projects, or simply breathing a little deeper. Some don’t want to “retire” at all, but rather refocus their energy in a new direction.
Our role is to help you design a financial life that gives you freedom—not just to stop working, but to start living on your terms. That means:
Crafting a tax-efficient income plan to support your lifestyle,
Ensuring your practice succession or exit is handled smoothly,
Coordinating with your attorneys, CPAs, and family to ensure your estate and legacy plans are clear and complete,
And most importantly, helping you rediscover what lights you up—so you’re not just walking away from a profession, but walking toward a future filled with meaning.
We’ll help you think through what you haven’t considered yet, ask the right questions, and give you the confidence to step into the next chapter with clarity, peace of mind, and purpose.
Because at Lifepath, we believe retirement should be more than a finish line—it should be a homecoming to yourself.
Growing Their Careers, Portfolios and Aspirations
You’ve Built a Thriving Career. Now It’s Time to Build a Future That’s Just as Intentional.
You’re in the thick of it—the career you’ve worked so hard to build is flourishing. Your practice is growing, your reputation is strong, and your days are full. But so is your life outside the office. Between raising a family, supporting aging parents, chasing personal goals, and planning for what’s next… it can feel like you’re carrying the weight of it all.
This season of life is rich with opportunity—but it’s also full of complexity. For mid-career physicians and dentists, peak earning years bring a flood of decisions:
• Am I making the most of this momentum?
• Are my finances aligned with the future I want for my family?
• Do I have the right structure in place for long-term success—and eventual freedom?
• How much tax-free retirement income will I really have in retirement?
At Lifepath Advisors, we’re here to help you answer those questions—and more—with clarity, confidence, and a plan that works for you.
We specialize in working with medical and dental professionals to simplify the complex while unlocking new levels of peace of mind. From optimizing cash flow and minimizing taxes, to building retirement income strategies, we bring together the right tools, strategies, and partners to support every aspect of your financial life.
And we go deeper than just numbers. We take the time to understand your why—your values, your vision, your definition of success—so your financial plan reflects the life and legacy you’re working so hard to build.
While you take care of others, we take care of you.
High-income households—especially physicians and dentists—face some of the most punishing tax rates in retirement. That’s why we take a proactive approach to protecting your wealth with tax-efficient portfolio construction and retirement income strategies.
We don’t just talk returns—we talk net outcomes.
Using strategies like tax-loss harvesting, direct indexing, Roth conversions, benefits of Kai-Zen, and purpose-driven allocation, we help you build a tax-diversified retirement income plan designed to preserve more of what you’ve earned.
Because what matters isn’t how much you make—it’s how much you keep, how aligned it is with what truly matters, and how confidently you can use it to fund your future, your family, and the life you’ve envisioned.
Let’s make your money work smarter—not just harder—so you can live fully, give generously, and retire with purpose.
Starting Their Career and Accumulation Journey
It’s early in your career—and everything is moving fast. Between building your practice, navigating debt, managing your first real income, and trying to carve out time for yourself and your family, the idea of long-term financial planning can feel like just one more thing on a very full plate.
But that’s exactly why now is the perfect time to build a relationship with a financial partner who gets it. At Lifepath Advisors, we specialize in helping early-career doctors and dentists simplify the complexity and gain clarity around their financial future—from the very beginning.
You’ve worked incredibly hard to get here. And while your days may be packed with procedures, rounds, or patient consults, our role is to help you pause, zoom out, and ask: Am I building the kind of life I truly want?
We meet you where you are—with guidance that’s personal, practical, and rooted in your values. Together, we’ll create a clear, customized plan that gives you confidence in the decisions you’re making today, and peace of mind about what’s ahead. From managing student loans and taxes to designing an investment strategy, protecting your income, and even laying early groundwork for retirement—we’re here to help you build a strong financial foundation that supports the life and career you’re dreaming of.
Think of us as your behind-the-scenes team—translating complexity into clarity, helping you see what’s possible, and freeing you up to focus on what matters most: your patients, your family, your future.
At Lifepath, we act as fiduciaries. We put your interests first—always. And we believe early-career planning isn’t just about numbers. It’s about aligning your finances with your mission and creating a path that honors both your ambition and your well-being.
Let’s jumpstart your financial wellness and build something meaningful—together. Because the best time to start building the life you want isn’t “someday.” It’s right now.