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Clear Financial Strategies
Independent · Fee-Only · Fiduciary
Medical and healthcare practices

Retirement plan support for medical practices

Practices run on schedules, not spreadsheets. We build a plan process that fits how your practice works, so the plan does not depend on one busy person remembering to review it.

Questions practices ask us

Common questions

  • How are owner and staff contributions tested?
  • What happens when the practice has more than one entity?
  • How do we compare plan costs?
  • Who on the team is a fiduciary?
  • How often should the committee meet?
For physician owners

Wealth management for owners and partners

We coordinate wealth management for owners and partners with the practice’s plan.

About wealth management →

Ready to talk?

A no-obligation conversation about your plan. We will listen first.

Get the ERISA Employer Report CardRequest a plan review