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✛ For Rio Grande Valley physicians

Wealth planning built for physicians

Greenridge Wealth is a fee-based fiduciary firm serving Rio Grande Valley physicians. We coordinate own-occupation disability, tax strategy, retirement, and practice-succession planning, locally, and always in your interest.

Talk to a fiduciary →Wealth management overview

Greenridge Wealth is a fee-based fiduciary firm in McAllen serving Rio Grande Valley physicians. We coordinate the things that actually move the needle for doctors: own-occupation disability, tax strategy, retirement funding, and the eventual sale or succession of a practice.

What physicians actually need

High income and a late start create a specific set of problems. These are the ones we see most.

  • Own-occupation disability coverage that protects your specialty income, not just any income.
  • Asset protection appropriate to a high-liability profession.
  • Cash-balance and retirement plans that let high earners catch up.
  • The practice sale, when the time comes, planned years ahead.

Fee-based, not commission-driven

You have been sold enough products. We are compensated primarily by advisory fees, we disclose any insurance commissions our affiliates earn, and we coordinate with your CPA rather than compete with them.

Common questions

Why does fee-based matter for doctors?
Physicians are a favorite target for commission-driven product sales. A fee-based fiduciary is paid primarily by you, which reduces the incentive to sell you something you do not need. We disclose any commissions our affiliates receive on insurance.
Own-occupation vs any-occupation disability, what is the difference?
Own-occupation coverage generally pays if you cannot perform the duties of your medical specialty, even if you could work in another field; any-occupation is far more restrictive. For specialists the distinction can be the whole point of the policy. Confirm the specific terms with a licensed professional.
When should a physician start planning for a practice sale?
Often several years before you intend to sell, because the structure, the tax, and the buyer conversations all benefit from lead time.

Keep reading

Own-occupation disability for physicians →Tax strategy →Rio Grande Valley →

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