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Physicians

At Ohana Wealth Legacy, we understand the unique financial needs of physicians. Our dedicated team delivers tailored financial solutions to help you achieve your long-term goals.

With years of experience in the financial industry, our financial advisors focus on serving the medical community. We understand the complexities of physicians’ financial landscapes and are committed to delivering personalized strategies.

We provide comprehensive financial planning services—from retirement planning to disability income protection—designed to secure your financial future. Our mission is to empower physicians to make informed financial decisions, build lasting relationships, and preserve their financial legacy for generations to come.

Services for Physicians

Retirement Planning

Retirement Planning

  • Individual Retirement Accounts (IRAs)
  • 401(k)/Profit Sharing Plans
  • Defined Benefit & Cash Balance Plans
  • Roth IRAs
  • Non-Qualified Retirement Supplement Plans
  • Physicians Life Income Plan
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Business Continuity & Disability Planning

Business Continuity & Disability Planning

  • Buy-Sell Agreements
  • Disability Income Insurance
  • Disability Overhead Expense
  • Disability Buy-Sell Plans
  • Disability Retirement Contributions
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Employee Education

Employee Education

  • Informed Financial Education
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Life Insurance Solutions

Life Insurance Solutions

  • Policy Evaluations
  • Term Life Insurance
  • Cash Value Policies (VUL, IUL, Whole Life, SVUL)
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Long-Term Care Insurance

Long-Term Care Insurance

  • Traditional LTC Solutions
  • Hybrid LTC Solutions
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