Individuals & Families
Our Method: We work with physicians and their personal advisors to design retirement and estate planning strategies that maximize realized asset value, irrespective of the economic climate at the time of future need. In everything we do, we aim to structure these strategies so that our physician clients have both control and flexibility.
Our Difference: PFI works exclusively for physicians, their needs, and those of their families.
It’s your life, your practice, your family, and your money.