Focus on Your Patients.
We’ll Handle the Finance.

You’re smart. You wouldn’t have gotten to where you are today without intelligence, hard work, and focus. As a healthcare provider, you understand the value of specialized knowledge. When it comes to your financial future, the same principle applies—why leave something as critical as your financial health to chance?

At Larson Financial Group, we’re specialists in physician-specific financial planning. Just as you diagnose and treat complex medical cases, we evaluate and address the unique financial challenges you face at every stage of your career—from residency to retirement.

Physicians are Unique

So is Our Approach

Physicians and healthcare providers face financial realities unlike other professionals. With high student loan debt, accelerated retirement planning needs, and specialized tax considerations, your financial needs demand a tailored approach. At Larson Financial Group, we work with medical professionals to help:

• Diagnose financial challenges, such as inefficient debt management or asset risks.
• Prescribe solutions for optimizing investments, reducing taxes, and protecting assets.
• Implement treatment plans for long-term financial well-being, freeing you to focus on your practice and patients.

Our Financial Services

Designed for Healthcare Providers and Medical Professionals

Retirement Planning

Just as surgeons carefully plan each step of a procedure, we design retirement strategies that maximize your shorter time frame to achieve financial independence.

Tax Optimization

Taxes can feel like a chronic condition for physicians. We partner with top accounting professionals to ensure you take advantage of every possible deduction and tax-saving strategy.

Student Loan Management

Student debt is often the most urgent ailment for young doctors. Our advisors create repayment strategies designed to eliminate this burden efficiently.

Contract Review

Negotiating an employment contract is as precise as any diagnosis. We’ve reviewed thousands of contracts, helping doctors secure better terms and compensation.

Asset Protection

In the event of legal claims or malpractice suits, your assets are at risk. We provide comprehensive strategies to protect your wealth and livelihood.

Practice Management

Opening your own practice? We’ll guide you through the complexities of running a business, from budgeting to benefits planning.

Real Estate & Alternative Investments

Whether leasing office space or exploring real estate opportunities, we help you navigate these often-complex decisions.

Legacy Planning

Much like treating a long-term patient, proper estate planning ensures your legacy is managed with care.

Insurance & Risk Management

Income protection is vital for financial stability. We secure physician-specific insurance solutions to safeguard your future.

Why Larson?

Specialized Expertise

We have nearly two decades of experience working with physicians and healthcare providers, giving us unparalleled insight into your financial needs.

Tailored Solutions

We design every financial plan with your unique circumstances in mind.

Time Savings

Our approach frees you to focus on what matters most: your patients and your family.

Transparency

Like the oath you take for your patients, our advice is built on trust, objectivity, and ethical standards.

Long-Term Partnership

From your first day as a resident to your retirement, we’ll be by your side, helping you thrive.

Your Patients Trust
You with Their Health

Trust Us With Your Financial Future

Larson Financial Group:

Experts in Financial Care for Physicians