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


News or Noise: Weighing Trade Concern Against a Backdrop of Fiscal Stimulus

By | Asset Management | No Comments

S&P 500 earnings growth has been booming thus far in 2018. In Q1, earnings gained 14.8% year-over-year and are forecast to grow by 20.3% in Q2, as opposed to Q2 2017. Much of the boom in earnings is coming from the December tax cuts, however, the economy continues to expand, even accelerate. Based on their latest data, the Atlanta Fed reports a real-time estimate for Q2 GDP. They call it GDPNow.

Read More

Charitable Giving: Changes and Strategies in 2018

By | Planning | No Comments

With a whirlwind of tax code changes that have come into effect this year, below are some opportunities to consider for your 2018 charitable giving plan. Two of the biggest changes are the elimination of personal exemptions and the increase of the standard deduction. Each year, taxpayers have the option to choose between taking the standard deduction or itemizing expenses. You deduct charitable contributions from your income through an itemized expense report and the standard deduction acts as a hurdle rate. If your itemized deductions fall short of the standard deduction, then you should take the standard deduction.

Read More

Changing the Path to Partnership

By | Uncategorized | No Comments

Becoming a partner is the end goal for many in the financial advisory field. But in an industry that has been traditionally male-dominated and often solely focused on producing revenues, finding the path to partnership can be challenging, especially for those who don’t fit the conventional mold that has prevailed for decades.

Read More