Our team is well-versed in the decisions that Kaiser physicians face. Kaiser offers a wide variety of complex benefits programs and our familiarity with these programs helps our clients optimize their financial lives. Below are some of the common topics that Kaiser physicians seek our guidance on:
- We help our clients navigate Kaiser's compensation plans and benefits programs.
- Kaiser offers multiple Pension Plans. We help our clients learn how to optimize the plans they participate in.
- There are three different Savings Plans at Kaiser, each with differing components and trade-offs.
- Tax planning is a key part of deciding how to participate in Kaiser's Tax Deferred Compensation Plan, if at all.
This insight and expertise enables us to strategically guide your financial decisions towards the choices that offer the most room for improvement, growth, and overall life fulfillment.
Our Advantage. Your Benefit.
We look at more than one scenario for your future, because we understand that your goals and circumstances can change.
MFA is an independent firm and we have a fiduciary duty to put our clients' interests ahead of our own.
Our team can adapt to your needs and working style, including directly collaborating with your tax, legal and investment advisors.
Equity Compensation Planning
Our time spent working with Kaiser physicians has taught us a lot about some of the most effective ways to take advantage of your career.
You’ll gain a better understanding of your equity compensation and the benefits it could bring.
The value of your equity compensation, as well as the potential value it could deliver in the future.
A strategic road map to minimize taxes and achieve both short- and long-term financial goals.
The optimal steps for you to make the most of your equity today and moving forward.