Interview with Mark MacDonald President of Physicians Financial Health Discussing Tax Mitigation Str

Physician Financial Health was created when Mr. MacDonald and his Certified Financial Planner co-founding partner, Dr. Mark Rieger, CFP® recognized Physicians are always taking care of others but often don’t have the time or right information to make the most informed decisions for their own personal finances.

As an Investment Fiduciary, National Financial Literacy Educator, Financial Planner and Retirement Specialist, Mark MacDonald joined Dr. Mark Rieger in pledging a financial Hippocratic Oath to financially take care of Physicians.
That pledge led to the creation of Physicians Financial Health, the exclusive Physician only organization dedicated to helping busy Physicians have the same financial resources and level of support they have in their medical practice.

Most important, Mr. MacDonald and Dr. Rieger recognized Physicians have different financial needs based on their personal and professional life stage, so a 3-Tiered membership program was created to meet their financial and professional needs.
At the core of each membership tier is a personal Physicians Financial Health Plan that organizes, monitors and updates a Member Physician’s personal finances in one comprehensive, integrated, adjustable, living, breathing plan.
Most important, a Physician’s most valuable asset is time, so Mark MacDonald and Dr. Rieger created different levels of “On-Call” financial service and support with each Membership level.
Different Membership Plans Include Part or All the Following Sub-Plans in Their Personal Physician Financial Health Plan:

• Creation of Near and Long-Term Financial Goals
• Income, Asset, Expense, Debt, Insurance and Federal & State Tax Integrated into One Adjustable Plan
• Development of a Separate Personal Physician Retirement Plan That is a Sub-Set of their Physician Financial Health Plan
• Analyzed and Optimized Insurance Coverage for Current and Future Needs
• Protecting and Growing Investments with Downsid