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New Doctor Program

Helping New White Coats get into the Black

Eight years of undergraduate and medical school…three or more years of residency…and for many of you a sea of debt that can dramatically impact your ability to build wealth despite healthy earnings. As a New Doctor, you face a host of challenges and a litany of important questions when it comes to securing your financial future.

  • Will you work for someone else, start your own practice or buy-in to an existing practice?
  • How will you finance a buy-in or necessary equipment purchases?
  • Are you going to be an employee or an independent contractor?
  • Do you need to set up an entity for asset protection?
  • How much liability protection will you need?

At Beaird Harris, we understand doctors’ unique earning, spending and savings patterns across different specialties and age groups, and use that expertise to design integrated tax strategies and financial plans intended to efficiently build sustainable income and wealth while mitigating potential outside threats using vital risk management strategies.

And over time, as your practice evolves, we’re here to help address a multitude of wealth management concerns including:

  • What retirement plan will you adopt?
  • How much can you afford to set aside each month?
  • What’s the most efficient way to reduce your debt burden?
  • Which risk management strategies will best meet your particular needs?

Rather than selling you the latest can’t-miss stock or high risk strategy, we prefer building relationships focused on achieving your long-term goals. Just call it our own version of long-term care.

Beaird Harris’s New Doctor Program is a practical option for physician clients who are committed to saving a minimum of $8,000 per month.

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New Doctor Program

How We Work With You

Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.

Tax Services

For our healthcare clients, our tax services go beyond simply preparing a tax return. Our tax planning process includes a Cash Flow Prescription for how to most tax-efficiently extract cash, pay expenses, fund retirement and pay taxes.

Accounting Services

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on what truly matters most - providing world-class patient care.  Beaird Harris offers bookkeeping and payroll support.

Business Consulting

We're invested in your continued success.  Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations. 

Investment Management

Our evidence-based approach to investing is both deliberate and scientific.  Approaching a problem or set of questions from an evidence-based point of view has profoundly affected the filed of medicine, and now investing. 

Financial Planning

You never cut corners or take the easy rode when it comes to the care of your patients. That often means little time to plan for your own financial security and that of your family. Let us be your prescription for financial wellness.

Family Office Services

We’ll design a plan to structure and guide the ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.

Retirement Plan Services

We're invested in your continued success. As a business owners, you face an exponential number of time-consuming challenges. If you're looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting.

New Doctor Program

Helping new White Coats get into the black, we understand doctors’ unique earning, spending and savings patterns across different specialties and age groups, and use that expertise to design integrated tax strategies and financial plans.

schedule call

Schedule a complimentary call today.

We’ll help you get started and learn more about Beaird Harris.

How We Work With You

Going beyond traditional tax and wealth management, we aim to create a totally synergistic experience for our clients.

For our healthcare clients, our tax services go beyond simply preparing a tax return. Our tax planning process includes a Cash Flow Prescription for how to most tax-efficiently extract cash, pay expenses, fund retirement and pay taxes.

Let us simplify the day-to-day tasks associated with running your business, so you have more time to focus on what truly matters most – providing world-class patient care.  Beaird Harris offers bookkeeping and payroll support.

We’re invested in your continued success.  Beaird Harris can serve as your trusted business advisor, providing expert analysis and consulting to help you grow your business and streamline your operations. 

Our evidence-based approach to investing is both deliberate and scientific.  Approaching a problem or set of questions from an evidence-based point of view has profoundly affected the filed of medicine, and now investing. 

You never cut corners or take the easy rode when it comes to the care of your patients.  That often means little time to plan for your own financial security and that of your family.  Let us be your prescription for financial wellness. 

We’ll design a plan to structure and guide the ongoing management of family assets using trusts and other strategies to minimize the impact of estate taxes and help ensure your wishes are met.

We’re invested in your continued success.  As a business owners, you face an exponential number of time-consuming challenges. If you’re looking to start a retirement plan we can help in all areas from plan design coordination to investment performance reporting. 

We understand doctors’ unique earning, spending and savings patterns across different specialties and age groups, and use that expertise to design integrated tax strategies and financial plans.

Tax & Accounting Services provided by Beaird Harris & Co., P.C.
Investment Management & Financial Planning Services provided by Beaird Harris Wealth Management, Inc.