Search
Close this search box.
Search
Close this search box.

Healthcare Professionals

Healthcare Professions – We are here to serve you!

At SFWA, we have the unique ability to serve and help you maximize the employer plan through your current employer. From senior leadership, to Doctors and Physicians, to RN’s and administrative staff, we assist you in maximizing your plan benefits and getting the most out of your hard earned retirement dollars. Knowing that we have a pulse on the market and are able to help manage your accounts through the different phases of your life, is often a big stress relief to our clients.

Examples of Healthcare Companies we work with

Understanding Your Different Plans

Within the healthcare space, there are a multitude of different retirement plan options that could exist. Whether you have a 403b, 401, 401k, 457 or some combination of them, we can help you maximize your investment options. Understanding the impact of your contributions to your tax situation and your long-term retirement strategy is critical in assessing your financial priorities and where to spend or invest your dollars.