Growing Confident in Your Career – And Your Finances

You’ve gained a decade or more of experience as a physician and continue to mature in your profession. Now what? As you approach mid-career, it’s time to focus on a solid financial plan that will help you achieve your long-term goals – for the remainder of your career and into retirement.

Financial Planning Solutions

Mom helping her adult son tie his tie looking in a mirror.

Financial Planning

The purpose of a financial plan is to define how your income and assets can provide for a lifetime of happiness. Healthy savings habits, spending discipline and appropriate investments are necessary to meet your goals. But, you need more than just a plan.

Older couple standing in front of their condo window and looking at their view.

Retirement Planning

As you get closer to retirement, we can provide you with a comprehensive proposal that evaluates your current financial plan in relation to your retirement goals.

We will also provide a clear explanation of the various retirement plan options available so that your election will be appropriate based on your goals.

Three generations - grandfather, father, son - standing together

Estate Planning

An estate plan details how to transfer the right property to the right people in the right way at the proper time. This includes a plan for your assets like your home, cars, investment accounts, retirement accounts or pensions, insurance and any other important personal belongings.

Exclusive Private Banking Solutions

Your private banker will focus on your financial needs with solutions tailored to you.

Couple sitting on couch together looking at a book.

Deposit Services

Our Private Bankers provide personalized service that comes to you, where and when it’s most convenient. Experienced and proactive, your private banker is dedicated to managing your finances and working with your attorney, accountant or tax professional to ensure you have a cohesive wealth management plan.

Your checking or money market account can play an important role in helping you manage the cash you need for everyday expenses separately from the funds you've set aside for long-term goals.

Choose an account designed for you, including options for no balance requirements, higher interest rates and adjustable spending and withdrawal limits for your debit card and person-to person payments.

LEARN MORE about private banking solutions.
Couple sititng on their kitchen floor drinking coffee and talking.

Borrowing Solutions

Whether you need financing for you or your business, investment property or a personal aircraft, your private banker will work with you to structure a loan option to help achieve your desired goals.

A credit solution may strengthen your financial plan by helping you:

  • Optimize your cash flow.
  • Increase tax efficiencies.
  • Finance purchases instead of using your cash reserves.
  • Manage investment allocations and reduce portfolio risk.
  • Achieve your estate planning goals.
LEARN MORE about private banking solutions.
Mom with her kids at the doctor's office for a check up.

Financing a Medical Practice

Do you want to take the next step in your career and become a partner in a practice or open your own practice? In addition to a strong business vision, you’ll need financial capital to bring it to reality. Your private banker can work with you to find a financing option that is best for your individual situation to help you achieve this career goal.

FIND AN ADVISOR

Home Loans

Couple working with architect to finalize their building plans.

Whether you are upgrading your home, buying a vacation home, moving or building a home, we'll guide you through every step of the financing process.

Financing for Your Next Move

  • Low down payment options for loans up to $1.5 million
  • Deferred student loan debt may be excluded from loan ratios
  • Servicing for the life of your loan

Why build a home?

  • Down payment as low as 5%
  • One-time close loan option
  • Lock your fixed-rate financing up to six months prior to completion 
  • Servicing for the life of your loan
BUY A HOME BUILD A HOME

Loans are subject to credit and property approval, bank underwriting guidelines, and may not be available in all states. Other loan programs and pricing may be available. Certain conditions, terms, and restrictions may apply based on the loan program selected. The term of the loan may vary based upon program chosen. Property insurance is required; if the collateral is determined to be in an area having special flood hazards, flood insurance will be required.

Insurance Coverage Options

Mom and adult daughter having fun laying in bed taking a selfie.

While you spend your days protecting your patients’ well-being, we spend ours making sure we protect the things that matter most to you. Among the leading independent insurance agencies nationwide, we have the knowledge and genuine commitment to be more than your advisor. We’ll be your personal advocate.

  • Home, auto, and umbrella insurance discounts designed for physicians
  • Life and disability insurance to ensure your financial needs are covered
  • Proactive risk management practices designed to prevent losses
  • Specialty coverages that go beyond your traditional insurance, including cyber solutions, collectibles and identity theft
  • Comprehensive professional liability insurance to help protect you and your practice against allegations or findings of negligence in the services you provide
PERSONAL INSURANCE DISABILITY INSURANCE

Subscribe to Our Newsletter

Stay up to date with our blog posts, investment commentaries and other industry insights.

From Residency to Retirement

icon-swipe Swipe Left
Male doctor looking at an x-ray through a lightbox.

Starting Out

You just finished your residency and you are starting your career as a doctor. Maybe you’re preparing to sign your first employment contract. Or, perhaps you have already signed a multiyear contract that will come with a significant increase in income. We want to help set you up for success with financial strategies and solutions to ensure your money continues to grow as you mature in your career.

LEARN MORE about financial solutions for starting out as a physician.
Female doctor using tablet for virtual visit with patient.

Growing Confident

You’ve gained a decade or more of experience as a physician and continue to mature in your profession. Now what? As you approach mid-career, it’s time to focus on a solid financial plan that will help you achieve your long-term goals – for the remainder of your career and into retirement.

LEARN MORE
Female physician sitting on bed visiting with a child

Planning for Retirement

As you get closer to retirement, we can help you figure out what comes's next. We’ll help you assess your current plan and make adjustments to ensure you realize the retirement you’ve always imagined.

LEARN MORE
Older male doctor advising male patient.

Retirement

It's never too early to think about where, and to whom, you want your wealth to go after you're gone – and in the most tax-efficient way possible. Whether you're in or near retirement, we’ll consider your goals and your wishes for family and future generations, so you can build on the legacy you’ve already started.

LEARN MORE
Anisa Dunn
Anisa Dunn, VP Private Banking Regional Manager, Racine, WI

Your Trusted Partner for Life's Biggest Moments

No matter what financial needs you may have, we're here for you. Our experienced advisors work closely with you to build the right path to help you achieve your goals.

FIND AN ADVISOR