What We Provide

The Physician Practice Plan

At MD Wealth Advisors, we set surgeons up with what we call our Physician Practice Plan. This is a system in which you will achieve $5 million in your bank account within five years and save $50,000 in taxes annually. We streamline your practice into an efficient, profitable machine, freeing your valuable time to focus on patient care. Our system will allow you to benefit from our specialized expertise. What we provide are comprehensive financial services tailored specifically for surgeons, ensuring the success of your private practice.

Read below to see what services our Physician Practice Plan includes and how they will benefit you.

Services Included

Precise Bookkeeping

Cloud-based software for real-time access, with weekly financial data categorization and monthly account reconciliation.

Timely Payroll Services

Accurate biweekly payroll processing, including payroll taxes and direct deposits for you and your employees.

Monthly Financial Reports & Check-ins

Receive detailed financial reports every month and quick check-ins to ensure you are on track with your goals. This is our basic package at $997 per month per surgeon. Each additional physician will add $500 to the basic package. For the basic package you receive precise bookkeeping with a Bookkeeping ProAdvisor, monthly reconciliation, monthly financial reports, and monthly check ins. However we highly recommend the PHYSICIAN PRACTICE PLAN. Tax planning, CFO services, and financial planning are essential for building wealth.

Financial Analysis & Strategy

Regular analysis of your financial data to ensure alignment with your goals and adjust strategies as needed.

Comprehensive Tax Planning

Year-round strategies to optimize deductions for vacations, mileage, real estate, and business expenses, transforming them into wealth-building assets.

Dedicated Support & Partnership

We are your trusted allies, providing consistent support and friendship through all life's challenges. You are part of our community.

Benefits of the Physician Practice Plan

$5M in 5 Years

Efficient, Profitable Practice

$50K Annual Tax Savings

Achieve $5 million deposited in your bank account within five years time.

$50K Annual Tax Savings

Efficient, Profitable Practice

$50K Annual Tax Savings

Save $50,000 in taxes every year through strategic tax planning.

Efficient, Profitable Practice

Transform your practice into a lean, money-generating machine.

Year Round Tax Planning

Cut Costs By $120K Per Year

Efficient, Profitable Practice

The time for tax planning is now. It needs to be year round. One of our overlooked tax deduction will pay for our service

Focus on Patient Care

Cut Costs By $120K Per Year

We will free up hours of your time. Saving 2 hours per month pays for our service. Free up your valuable time to concentrate on your patients and your surgical expertise.

Cut Costs By $120K Per Year

Employees are your biggest expense and headache. Don't waste time managing a bloated staff.

Specialized Expertise

High Net Worth Benefits

Benefit from our specialization in serving surgeons. You specialized for a reason. We did too.

High Net Worth Benefits

Attain high net worth status and enjoy the associated benefits. You work hard. You deserve to enjoy yourself.

What We Provide

The Physician Practice Plan

Services Included

Precise Bookkeeping

Timely Payroll Services

Monthly Financial Reports & Check-ins

Financial Analysis & Strategy

Comprehensive Tax Planning

Dedicated Support & Partnership

Benefits of the Physician Practice Plan

$5M in 5 Years

Efficient, Profitable Practice

$50K Annual Tax Savings

$50K Annual Tax Savings

Efficient, Profitable Practice

$50K Annual Tax Savings

Efficient, Profitable Practice

Efficient, Profitable Practice

Efficient, Profitable Practice

Year Round Tax Planning

Cut Costs By $120K Per Year

Efficient, Profitable Practice

Focus on Patient Care

Cut Costs By $120K Per Year

Cut Costs By $120K Per Year

Cut Costs By $120K Per Year

Cut Costs By $120K Per Year

Cut Costs By $120K Per Year

Specialized Expertise

High Net Worth Benefits

High Net Worth Benefits

High Net Worth Benefits

High Net Worth Benefits

High Net Worth Benefits

Interested in the Physician Practice Plan?

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