Strategies that work for you
Grow your career
Doctors, physicians, and members of the medical field face unique financial challenges regarding their financial planning and wealth management. As a healthcare professional, you’ll need personal and professional financial guidance while building and growing your career.
Personal & professional financial guidance
- Are you concerned about managing your financial health?
- How do you make the most of your benefit and compensation packages?
- Have concerns about tax liabilities been keeping you up at night?
- Does your busy schedule keep you from amply planning for retirement?
- When you retire, what are your plans for the future?
Why Is our team the best?
Visioning
Tax liabilities
Planning
debt reduction
Research
Your legacy
risk management
retirement
Financial priorities
You have many priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums, and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions to prepare for the future.
Financial priorities
You have many priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums, and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions to prepare for the future.
financial independence
Wilson Coker Wealth Advisors understand your unique needs; to protect yourself against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt, and pursue financial independence. Leaders in the healthcare profession have to successfully navigate today’s complex financial environment while caring for their families and their patients. We are here to help.
The Experience you need
Professional financial advice from our dedicated team can assist you with business, household, and family expenses while ensuring you avoid any potential shortfalls when you retire.
We have direct experience with healthcare professionals’ specialized benefit and compensation packages. And because our team shares in the values and itegrity of Raymond James, a Fortune 500 Company, and we want to help you be confident with your financial plan.
The Experience you need
Professional financial advice from our dedicated team can assist you with business, household, and family expenses while ensuring you avoid any potential shortfalls when you retire.
We have direct experience with healthcare professionals’ specialized benefit and compensation packages. And because our team is backed by Raymond James, a Fortune 500 Company leading the financial industry nationwide, you can rest easy your money is in good hands.
We are there when you need us.
We know firsthand how busy every day can be for you. When you schedule with one of our professional financial coaches, we will make the time to work around your demanding schedule and be there to answer all your questions.