Contact Us | 866.273.3385
Home
About Us
Management Team
Financial Independence
Defined
Contact Us
Balanced Planning Platform
Business Structure
Blueprint for your retirement
Risk Management
Insurance Programs
Section 79
Portfolio Design
Asset Management Programs
Estate Planning
Capital Distribution
Insurance Programs
Asset Management Programs
Doctor-specific Programs
Medical Justice
Customized Banking
Practice Transition
Contact Us
Career Opportunities
Integrated financial planning for physicians and dentists
Doctor-specific Programs

The Greenbook For Doctors methodology was developed over more than three decades of
providing financial planning services exclusively to doctors. Utilizing an understanding
of the unique earning, spending and savings patterns across different specialties
and age groups, Greenbook was able to design integrated financial plans customized
to each client's individual needs.

An integrated financial plan brings together the most important components of your
economic lifecycle and sets them in motion in unison. By following a balanced platform
that involves business structure and tax status optimization,
pension planning, risk management, portfolio
design and estate planning, you may be able to effect
a plan that could potentially assist you in meeting your needs and objectives. 

In addition, the Greenbook program's experience in serving healthcare professionals has led
to a number of doctor-specific programs that may be of interest to you.

For example, because of your exposure to the risks of frivolous malpractice lawsuits,
Greenbook offers the proactive protection of Medical
Justice, what we believe may be a a proven, cost-effective complement to
traditional insurance that may minimize exposure to your income and assets. Medical
Justice provides an affordable, methodical approach to preventing malpractice cases
and the resulting damage to healthcare professionals' reputations and finances.

Greenbook doctor-clients may be able to take advantage of 
customized banking programs that might turn stagnant practice income into
a growing pool of assets. Founded by doctors for doctors, The Doctors Bank, a Division
of Beach Business Bank, understands the unique financial requirements of physicians
and dentists, and is dedicated to delivering banking solutions and world-class customer
support.

[NOTE: Insurance and Brokerage products are: Not insured by FDIC or any federal
government agency; Not deposits of or a guarantee by any bank; May lose value.]

Another opportunity to maximize a doctor's earnings and savings comes through professional
practice transition. And while transitioning
a practice is a certainty for most dentists and physicians, not all transitions
will be successful. Transitioning a practice without understanding why, when and
how to integrate a transition plan with all of the vital components of your practice
structure can result in unnecessary taxes and other inefficiencies.
For more information call: 866.273