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Kaiser Physicians

As a physician, you’ve worked hard for your wealth. We’re here to help make sure all your efforts are put to good use so you can continue to build an abundant future.


Schedule a Discovery Call

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.



Comprehensive analysis

We look at more than one scenario for your future, because we understand that your goals and circumstances can change.


Objective advice

MFA is an independent firm and we have a fiduciary duty to put our clients' interests ahead of our own.


Personalized service

Our team can adapt to your needs and working style, including directly collaborating with your tax, legal and investment advisors.

Client-Focused. Results-Driven.

Our Services


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.

We will:

Determine

The value of your equity compensation, as well as the potential value it could deliver in the future.

Create

A strategic road map to minimize taxes and achieve both short- and long-term financial goals.

Identify

The optimal steps for you to make the most of your equity today and moving forward.

Let Us Help Guide You

Financial Planning

Each person's financial plan is going to be different because no one has the same financial situation or vision for their future. 

We never follow a one-size-fits-all approach, but rather carefully craft your plan according to the things that matter most to you.

What You Can Expect

1. Discovery Session

Enjoy a complimentary consultation where we’ll review your goals, objectives and answer any questions that you may have.

2. Information Gathering

We’ll consolidate all your financial information to ensure that it is accurate, complete and organized.

3. Planning

This step involves reviewing our recommendations and the financial impact of various decisions to help make sure every implication is considered.

4. Implementation & Monitoring

After implementing your plan, we’ll continuously monitor your progress, make strategic changes and meet periodically to ensure everything remains up-to-date.

Interested?

Chat with one of our advisors today to learn more about how we can help you maximize your career and capitalize on the opportunities available to you.

Get Started