At BlockWall Strategies, we understand the unique financial challenges that come with working in the health care industry. From residency to retirement, we are here to support you every step of the way. Our team specializes in addressing the financial concerns of medical professionals across all specialties, offering personalized guidance no matter the obstacles you face.
Years of education, demanding residencies, and long, stressful hours can take a toll—not just on your time and energy but also on your financial situation. Our mission is to help you build a financial strategy that allows you to focus on what truly matters: providing exceptional care to your patients. By gaining a deep understanding of your goals, values, and circumstances, we create customized strategies that align with your unique needs and aspirations.
Partnering with BlockWall Strategies means having the confidence that your financial future is secure, even in the midst of a busy and demanding career. Whether it’s managing student loans, protecting your assets, navigating taxes, planning for retirement, addressing debt, or optimizing insurance coverage, we bring the knowledge and resources you need. We recognize the distinct financial complexities of health care professionals and are dedicated to tailoring a strategy that works for you and your career.
Retirement planning is crucial for physicians or other health care providers in order for them to stay on track and retire on time. Many careers only require 4–6 years of education, but the medical field requires so much more of an investment. While others can begin saving for retirement within years of graduating high school, individuals in the medical field can fall behind without proper planning. Our job is to help you address your finances in such a way that retiring on time is made possible.
Planning for the education of your children can be overwhelming, especially when you have just finished paying off student loans of your own. Our team of professionals is prepared to work with you to take into account factors such as tuition growth, risks involved, taxes, and more, to create a plan best suited to the needs of both you and your children. Talk to us about education funding today.
We do not provide tax advice. Please consult your own advisors for tax advice.
You would not be where you are today if it were not for hard work and years of education. Unfortunately, your education probably came at a high price, in the form of student loans. We want to help you address your obligations in such a way that paying them off becomes a reality. Our financial strategies will help meet your objectives so that your career, not your debt, can be the center of your focus.
Unexpected adverse events can happen at any time. Permanent life insurance provides death benefit protection, creditor protection in certain states, the ability to accumulate cash value and safeguard the transfer of policy proceeds to your beneficiaries such as your children and grandchildren. We can help you figure out which course of action is right for your specific situation and objectives.
No health care office can run smoothly without the help of administrative staff, managers, nurses, physician’s assistants, and other staff members. This team is what keeps patients satisfied, schedules complete, and priorities in order. Benefits, such as medical and dental insurance and paid leave help ensure that your employees are dedicated to staying with your practice. Our job is to help you decide which benefits are best for your company.
Medical and dental insurance are available through one or more carries not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.
If your family’s main provider is no longer able to work due to illness or injury, disability insurance protects your income so that your family still has a source of stability. Our agents can help you protect your current lifestyle and long-term goals. In addition to medical expenses, income is usually reduced or even terminated at the onset of an illness or injury. As the main provider for your family, you should strongly consider disability insurance if your spouse does not believe he or she could maintain financial stability with only one income.
Individual disability insurance is available through one or more carries not affiliated with New York Life Insurance Company, depending on carrier authorization and product availability in your state or locality.
Our professionals can help you with your charitable giving as a part of your financial strategy. If giving to a cause has been on your mind but you’re unsure of the best approach, consult with us today and we’ll help you make regular donations to a charity part of your personal financial strategy.
We do not provide tax advice. Please consult your own advisors for tax advice.