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Southern California Kaiser Physician Retirement

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Overview of the retirement plans offered to Physicians employed by the Southern California Permanente Medical Group Related Videos: A primer on collecting Social Security Benefits https://www.youtube.com/watch?v=jUgtP... Working with a financial planner https://www.youtube.com/watch?v=4-gWejQ5oZE&t=4s Ever wonder what would happen if your 18-year-old child who you groom to go to college decides to take a shot at being in a band instead of your alma mater? Click the link below to see an often overlooked option. https://www.youtube.com/watch?v=kATSI... For Business Inquiries: rschultz@nwfadvisory.com For Financial Advice: http://robschultzwealth.com Rob's Social Media: https://www.linkedin.com/in/robert-sc... http://www.facebook.com/pages/Robschultzwealth/348653711908080 https://twitter.com/rschultzwealth About Rob Schultz: Rob Schultz has developed a practice of working with established physicians who are now located throughout the country. He began working with physicians over 10 years ago, providing financial advice and services from residency through retirement. He has developed trusting relationships that mature with their growing practices. As a recognized and frequent speaker at residency programs in Southern California, San Francisco, Nevada, and Arizona, Rob is always current on the challenges facing physicians. Financial plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a comprehensive initial meeting to assess the client's goals and needs. Recommendations are made to lead the client down the path of accomplishing those objectives. A comprehensive investment plan is then implemented and risk management analysis is performed. After the initial planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and the client’s personal situation.
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