You didn’t go to medical school to chase tax strategies, wrangle staff 401(k)s, or play middleman between your accountant and attorney.

Yet as a physician who owns a practice, that’s often the reality:

  • Tax Season Stress – Each spring feels like a scramble, and you may be unsure if you’re paying more than necessary.
  • Costly Retirement Plans – Practice 401(k)s and benefits can be complex and expensive.
  • No Unified Strategy – You’ve got advisors, but no one ensuring the whole plan works together.
  • No Time for Any of It – Patients, staff, and family leave little energy for financial details.
  • Lingering Doubt – You’ve built something incredible, but is it secure and aligned with your long-term vision?

If this feels familiar, you’re not alone – and it doesn’t have to stay this way.

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How simplify365® Supports Physicians

  • Proactive Tax Planning — Strategies designed to help minimize tax liability with year-round planning.
  • Practice Solutions — Evaluate and streamline retirement plans, cash flow, and benefits.
  • Coordinated Oversight — We align with your CPA, attorney, and other advisors so you’re no longer the go-between.
  • Wealth & Estate Planning — Guidance to help protect, grow, and transfer what you’ve worked so hard to build.
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Real Client Results

Saving Over 50% in Taxes with a Cash Balance Plan

A consultant saved more than $70,000 in taxes while building retirement wealth through a customized plan.

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Maximizing Tax Savings with Smart Business Planning

A high-income client reduced tax liability by $70,000 and invested $120,000 tax-deferred toward retirement.

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Reducing Corporate 401(k) Plan Costs by Over 30%

A company with more than 100 employees cut annual retirement plan costs by $335,000.

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Why Physicians Work With simplify365®

Because we understand the unique challenges of owning a practice. Our clients tell us they value:

  • A single coordinated plan that reduces complexity.
  • Relief from the stress of tax season.
  • Confidence that their financial life is aligned with their practice and family goals.

Stories of Success

When Life and Practice Both Demand Everything

We worked with a couple who were both thriving in their careers – one as a physician leading a busy practice, the other in an equally demanding professional role. At the same time, they were raising two teenagers preparing for college. From the outside, they had achieved everything they’d worked so hard for. On the inside, they felt stretched to their limits.

Every tax season was a scramble. The physician’s retirement plan for staff was complex and costly. And while they had an accountant, an attorney, and an investment advisor, none of them were coordinating with one another. The couple was left to carry the weight of connecting all the dots – on top of managing patients, employees, and family responsibilities.

With simplify365®, we brought their financial world into one coordinated strategy. Together, we built proactive tax planning into their year, streamlined retirement benefits for the practice, and created a roadmap for their family’s future. For the first time, they felt a sense of clarity and control – confident that their years of hard work were not only paying off today, but setting their family up for the next chapter.

Don’t Work Harder on Your Finances – Simplify Them

With simplify365® you get clarity and control, without the stress of managing it all yourself.

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