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
- 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
Business Continuity & Disability Planning
- Buy-Sell Agreements
- Disability Income Insurance
- Disability Overhead Expense
- Disability Buy-Sell Plans
- Disability Retirement Contributions
Life Insurance Solutions
- Policy Evaluations
- Term Life Insurance
- Cash Value Policies (VUL, IUL, Whole Life, SVUL)