Broker Check

Retirement Planning

Physicians have a shorter time span to reach financial independence than the average professional. As a result, employer-sponsored retirement accounts alone will not typically provide the contribution levels required to replace the income needed in retirement. Therefore, other tax-efficient wealth accumulation strategies must be implemented to fill this gap. You may have several options for funding retirement you’re not even aware of.

At Westmark Wealth Management, we specialize in helping you to define what a successful retirement means to YOU, and then identify, educate you on, implement, and manage tax-efficient wealth accumulation strategies to reach your retirement goals in the most efficient way possible. If structured properly, your retirement strategies will save you as much as possible in taxes today AND in the future when you distribute your wealth.