Financial Planning

Advanced Wealth Management and Advisory Services for Physicians and Other High-Net-Worth Professionals.

We help our clients take advantage of every wealth management and investment opportunity. Team 25’s financial advisors offer the financial advice and financial planning services allow our clients to have more confidence, time, and peace of mind knowing their finances are secure.

Top Financial Planning Strategies for High-Net-Worth Clients

25 Financial is a registered investment advisor, member FINRA/IEX/SIPC, and we base our financial decisions on a broad range of metrics, client goals, and past performance. Our comprehensive planning and wealth management services for our high-net-worth clients include, but are not limited to, the following.

Estate Planning

Estate planning is complicated at the best of times. For high-net-worth professionals, this process can be overwhelming. That’s where our comprehensive estate planning services can help. Our strategy includes asset allocation, protection, and management; tax planning; and succession planning to ensure that our clients’ assets and estate will be handled accordingly after they pass.

Investment Management

Our investment advisory services—from portfolio management to investment in mutual funds to investment advice—always take into account factors like our clients’ risk tolerance and retirement goals to maximize future results.

Tax Planning

Our team of tax advisors knows the tax breaks, retirement accounts, write-offs, deductions, and portfolios that reduce the amount of taxes high-net-worth individuals owe.

Debt Management

Many high-net-worth professionals, like physicians, assume an exceptional amount of debt.
We help our clients establish a roadmap to reducing the amount of debt owed and how to pay back loans in the most efficient ways possible.

Retirement Planning

It’s never too early or too late to start securing a financial future that’s bright. We help our clients plan for retirement in a way that’s both realistic and in line with our clients’ later-life goals.

Benefits Planning

When it comes to employee benefits planning, it pays to have a team of experts assess the financial situation so they can recommend the best course of action, beyond simply recommending which insurance products to invest in.

Invest More with 25 Financial

Discover. We spend time getting to know our clients’ needs, hopes, and goals.

Plan. We provide options to meet your financial goals and recommend the best approach.

Act. We follow through to ensure the full plan is implemented.

Review. Life often brings change, so we regularly review and reassess the plan.

We Know That Financial Planning for High-Net-Worth Professionals is Different

The financial life of high-net-worth individuals is vastly different from planning for the general public. Team 25 has the expertise to take the unique financial situation of these individuals into account for a holistic wealth management strategy that leads to better financial futures for our clients.

We believe in an unbiased approach to financial planning that must always be in our clients’ best interest. Our extensive financial plans include benefits planning, insurance planning, tax planning strategies, debt management strategies, investment planning, retirement planning, estate planning, and asset protection.