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’re in the thick of it—the career you’ve worked so hard to build is thriving. The practice is growing, your expertise is respected, and your schedule is full. But so is your life outside the office. Family responsibilities, personal goals, aging parents, kids with dreams of their own—it’s a lot to hold.
For mid-career doctors and dentists, this season is full of opportunity—but it’s also full of complexity. You’re earning more than ever, but time feels like your scarcest resource. And in the middle of all this momentum, questions start to surface:
Am I making the most of this peak earning season?
Are my finances aligned with the future I envision for my family?
Do I have the right structure to support long-term success and eventual freedom?
At Lifepath Advisors, we’re here to take the weight of financial planning off your shoulders—so you can focus on your patients, your loved ones, and the life you’re building.
We specialize in working with mid-career medical and dental professionals, helping you simplify the complex while unlocking new levels of clarity, growth, and peace of mind. Whether it’s optimizing cash flow and taxes, planning for college and retirement, building a strong investment strategy, or preparing your practice for long-term value—we bring together the right strategies, partners, and planning tools to support your success.
More importantly, we take the time to understand you—your values, your goals, and what a truly fulfilling life looks like for your family. Because we believe financial planning should never be one-size-fits-all. It should be rooted in who you are and where you want to go.
You’ve sacrificed a lot to get here. Let us help ensure it all adds up to something meaningful.
With Lifepath by your side, you gain more than a financial advisor—you gain a strategic partner who sees the big picture, so you don’t have to carry it alone. We’ll walk with you through every chapter—adapting your plan, managing the details, and helping you create a life and legacy with intention.
While you take care of others, we take care of you.
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 don’t take commissions. 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.