Independence Advisors offers expert, specialized wealth management services and guidance for Anesthesiologists, tailored to address the aspects of your unique career.
Explore some of the helpful resources we’ve compiled to be most relevant to the Anesthesiologist community.
Wealth Preservation for Anesthesiologists – UPDATED JANUARY 2017!
In this eBook for anesthesiologists, we present a range of key concepts that we believe you should consider as you address your financial concerns. With this knowledge, you will be in a position to take a thoughtful, comprehensive approach to your financial life and to achieve all that is most important to you financially.
In this eBook for anesthesiologists, we address the top financial concern for most successful medical professionals: analyzing the relationship between risk and return.
Provides a detailed list of Financial Planning considerations for the early stage physician.
Twelve-page document covering the basics of retirement planning, from determining your retirement income need to specific savings vehicles.
Brief discussion evaluating the decision whether to pay off your mortgage or invest for retirement, education, or some other goal.
Specific considerations for helping you decide when and how to retire.
Reaching Retirement – Now What?
That day you have been working and planning for has finally come. Review these guidelines to ensure that you take the right steps.
Enter your investment assets in this spreadsheet to see what percentage of your portfolio is made up of large cap stocks, small cap stocks, international stocks, etc.
Determine your net worth by entering your assets and liabilities on this spreadsheet.
What is financial planning? What steps are in the process? What professionals are involved?
Comparing past performance to subsequent performance of ‘winning’ equity funds.
Describing the model developed by William Sharpe, the winner of the Nobel Prize in Economics in 1990.
Analyzing the traditional Consulting Style Box against the Three-Factor Model, which measures the total portfolio by factors that determine risk and expected return.
Here is a list of books on managing your wealth that we recommend you read.