Wealth Care
Provides education about financial health and healing for medical professionals at every stage, from medical school to retirement.
Your Pathway for Financial Wellness
As a health care professional, you spend most of your time caring for the physical health of others. But who is taking care of your financial wellness? Whether you’re a medical student or an established professional with 30 years of experience, we offer education about the unique financial challenges you’re facing – for each stage of your medical career.
Wealth Dx: Why We Help
It's imperative to illuminate the prevailing financial challenges that many of you encounter in today's physician landscape. Despite an average annual salary reaching $350,000, startling statistics reveal a stark reality: merely 7% of physicians boast a net worth surpassing $5 million. Astonishingly, a staggering 50% find themselves with a net worth under $2 million. This financial strain often compels nearly half of you to extend your professional careers beyond the age of 65.
Such a distressing scenario contributes to increased rates of depression and burnout and serves as a clarion call for heightened awareness and decisive action. It's time to take command of your financial trajectory. At Wealth Dx, we stand ready to assist you in navigating these complex financial waters. Together, let's chart a course toward a more promising and secure future for physicians across the board.
Library of Educational Resources
Our comprehensive collection of whitepapers and guides can help you better understand financial topics. Some titles include:
- Tax Strategies for Retirement: Buckets Create Tax Choices
- Navigating Market Volatility: It’s All About Perspective
- A New Look on Life: Life Insurance as an Asset Class
- Building Your Bridge to Retirement
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.