Broker Check

52%

of doctors believe they have more unique and complicated financial needs than their peers1

1 of 3

only 35% of physicians have an estate plan in place with a will and medical directives2

50%

of doctors live "up to their means" spending most of their income with little leftover or allocated to saving3

For Every Phase

We don't have to tell you it's harder to be a physician than ever before. You've invested substantial time and resources into cultivating your specialized skills. As a professional with unique needs, there are also obstacles and evolving risks in your career and to your income potential - disability, taxation, lawsuits... By planning for each phase of your career, we'll be able to pivot with you when conditions change, take advantage of opportunities, avoid landmines you might not see coming, and ultimately help keep you on a path towards achieving the most favorable results.

Residents & Young Physicians

You've got a lot to think about early in your career and we want to help lay a foundation that helps pay down debts, begins building wealth, and outlines a plan to help pursue your future objectives. 

This means getting the most from new employment opportunities, layering risk management strategies during your earning years, and controlling cash-flow to create lifelong habits, eliminate debt, and fund savings & investing vehicles. 

Established Physicians

You've been practicing for over ten years and have accumulated assets. You're in your prime earning years, have others who rely on you, and you don't want to lose what you've worked so hard for.

You might even be thinking about creative avenues for what's next - maybe it's opportunities for passive income, or maybe more freedom and flexibility in your schedule to pursue something else. Whatever your next chapter, let's make a plan and start working towards it. 

Retired & Retiring Physicians

You've had a lifetime worth of rewarding experiences professionally, but it's time for a change!

Whether you're already retired and looking for distribution and tax optimization strategies, preparing to retire, looking for a plan to phase-out clinical work, or even discover alternatives to traditional retirement - addressing your unique needs and objectives can help you make the most of your retirement years and financial resources. 

Why We Work With Physicians


At Hollander & Lone, a big segment of our business is dedicated to serving physicians and their medical practices. Of course we welcome and serve all of our clients with equal dedication, but in addressing your unique needs as doctors, we can offer something special - a real and personal understanding of your circumstances, and the depth of specialized knowledge and experience to help you every step of the way.

Our awareness and appreciation of your distinctive needs as physicians started early on. Dan grew up surrounded by doctors - with two uncles who practiced medicine, (Pathologist, Internist), three brothers who became doctors (Urologist x2, Gastroenterologist), and four first cousins who also became physicians (Pathologist x2, Ophthalmologist, Internist). Needless to say, as the only attorney, he was severely outnumbered! Yet, our family of doctors just kept growing when Dan married his wife, Priscilla (Pathologist), and recently, his daughter and son-in-law also launched their medical careers (Family Practice, Pulmonologist).

Clearly, our passion for supporting physicians and their practices began with our passion to help and protect our very own family members. To this end, we have worked hard to develop a broad range of solutions to help medical practitioners at every stage of their professional career. You can count on us to serve you with the same level of commitment, compassion, and attentiveness we give our own family members. Because as one of our clients, you become family


Whether you’re employed or practicing independently, Hollander & Lone can build solutions for your needs:

  • Tax Mitigation Strategies
  • Insurance Optimization (Malpractice, Umbrella, Disability, Business)
  • Creating Passive Income Opportunities
  • Deferred Compensation
  • 401(k), Cash Balance, & Profit-Sharing Plan Review/Creation
  • Risk Transfer Techniques
  • Group & Individual Disability & Life Coverage 
  • Top Tax Bracket IRAs
  • Transitioning From Clinical Practice
  • Alternatives to Traditional Retirement
  • Legacy Creation, Gifting, Wealth Transfer
  • Long Term Care & Funding Health Expenses in Retirement
  • Student Loan Repayment Alternatives
  • Debt Management


Speak With A Partner

HoLo Serves Physicians

At Hollander & Lone, we understand physicians and your complex financial needs

Watch

Where To Start?

We've compiled some short videos and articles to address some of the most common questions we encounter working with physicians - from disability insurance to risk management in your portfolio. 

Check It Out

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