SIGNATUREHEALTH

 

A person’s well-being depends on more than just physical health—financial health also plays an essential role. However, commitments to family, patients and practice can leave little time for health care professionals like you to focus on long-term financial security.

At SignatureHEALTH, we know that your time is valuable and limited, and that your financial needs are complex and unique to your profession. We deliver tailored plans to help you live life confidently, fully and purposefully, both now and in retirement.

Using the SignatureFD Wealth Blueprint Process® for health care professionals, we build a strategy that addresses cash flow, asset management, retirement planning and much more. Our services are specific to your profession and include:

  • Asset protection strategies for practitioners and high-income professionals
  • Retirement scenario planning that reflects changing reimbursement rates and compensation
  • Business and personal liability insurance review
  • Personal and professional debt strategies
  • Employment and partnership contract review
  • Exit and transition strategies for practice owners
  • Employee benefits review, including plan elections and retirement allocations

While your wealth may be a reflection of your success, what you do with it makes it significant. At SignatureFD, we help you leverage your professional success into your personal passions so that you can live the life you’ve always envisioned.

SignatureHEALTH is led by James E. Tally II
Partner, Director of SignatureHEALTH


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SignatureFD Appoints Robin Lee Marx, CFA®, CFP® Director of Portfolio Management

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ATLANTA, GA – December 10, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Robin Lee Marx as the company’s Director of Portfolio Management. Marx will oversee client investment strategy and execution, helping the team design and monitor customized portfolios for each client.  Marx will also support the client relationship team regarding the delivery and communication of SignatureFD’s unique investment concepts and beliefs to our clients.

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SignatureFD Appoints Lonnell Dawson Williams Director of Frazier & Deeter Strategic Partnership

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ATLANTA, GA – December 7, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Lonnell Dawson Williams as the company’s Director of Frazier & Deeter Strategic Partnership. Williams will help SignatureFD elevate its partnership with Frazier & Deeter, a nationally ranked public accounting and advisory firm, through strategies that build community and promote growth.

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News or Noise: Global Quantitative Tightening Underway

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If the year were to have ended last Friday, the broad U.S. stock and bond markets would both be down on the year, albeit slightly. Cash, in the form of three-month treasury bills, would be up, outperforming both stocks and bonds for the first time since 1994. Trade tensions, weakening global economic growth, and plunging oil prices are all potential drivers of weakness in risky assets. However, Ned Davis Research (NDR) offered another piece of the puzzle that they believe may be the driving force of this year’s investment difficulty – quantitative tightening.

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