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At DS Financial Strategies, we work with Physicians and Physicians Assistants in all stages of their careers to grow and protect their assets and practices.

DS Financial Strategies has worked with physicians throughout the tri-state area giving guidance to the needs of their practice. Some of the areas we focus on are:

  • Entity Formation
  • Tax Planning
  • Succession Planning
  • Buy-Sell Agreements
  • Asset Protection
  • Medical malpractice and tail insurance reviews.

The financial planning needs of Physicians and Physician Assistants are unique. At DS Financial strategies we sit down one on one with you and carefully craft a plan to meet your specific practices and family needs. Once a plan is finalized you will have a dedicated CFP assigned to you and or your practice. By doing this we will get to know you and your practice..