Elite Physicians Wealth Planning™

Wealth planning for physicians and medical professionals

Helping Physicians Keep More, Grow More, and Retire Better

Elite Physicians Wealth Planning helps physicians and medical professionals coordinate tax planning, retirement planning, wealth management, practice planning, and legacy planning into one clear financial strategy.

Schedule a strategy callExplore the Wealth Blueprint™
Michael A. Epps, ChFC®, RICP®, seated in the M. A. Epps & Associates office
Michael A. Epps, ChFC®, RICP®
  • Coordinated strategy
  • Physician-focused
  • Ongoing review

Powered by Fiscal Vision Financial

Educational information only. Not individualized tax, legal, or investment advice.

Physician-focused planningacross career stages

  1. Resident to established physician

  2. Employed to practice owner

  3. Peak earning years to retirement

  4. One strategy, reviewed as life changes

Orientation: The coordination gap

Your financial life is too important to be managed in separate pieces.

Many physicians make decisions about taxes, retirement plans, investments, insurance, estate planning, student loans, and practice ownership in separate conversations with separate professionals. Our role is to help bring the strategy together.

Your priorities

  • Hand-drawn floor plan of a CPA’s separate office
    CPA
  • Hand-drawn floor plan of an attorney’s separate office
    Attorney
  • Hand-drawn floor plan of a third-party administrator’s separate office
    TPA
  • Hand-drawn floor plan of an insurance professional’s separate office
    Insurance professional
  • Hand-drawn floor plan of a financial advisor’s separate office
    Financial advisor

The Elite Physician Wealth Blueprint™

A planning system built to move with your career.

A structured process designed to help busy medical professionals identify planning gaps, prioritize action steps, coordinate advisors, and update the plan as career, family, income, and tax laws change.

  1. 01

    Discover

    Learn your goals, priorities, income structure, benefits, and current decisions.

  2. 02

    Assess

    Evaluate how the financial pieces interact and where gaps remain.

  3. 03

    Strategize

    Build one connected plan across the decisions that matter.

  4. 04

    Implement

    Organize action steps and coordinate the appropriate professionals.

  5. 05

    Optimize

    Monitor changes in income, family, practice, markets, and tax rules.

  6. 06

    Review

    Keep the plan aligned, current, and actionable over time.

See the full process

Orientation: Five planning disciplines

Every recommendation is organized around the same life.

  1. Tax strategy

    Forward-looking, multi-year tax planning coordinated with your CPA.

  2. Wealth management

    Investment decisions structured to support your wider income strategy.

  3. Retirement strategy

    Retirement readiness and income design for physician households.

  4. Practice & business planning

    Ownership, benefit, and retirement-plan decisions for practice owners.

  5. Legacy planning

    Estate coordination organized around family and long-term goals.

Elite Physicians Wealth Planning coordinates strategy and related professionals; it does not claim unverified tax preparation, legal drafting, or CPA services.

Orientation: Who we serve

Built for the financial decisions behind a demanding medical career.

Planning paths reflect different compensation structures, ownership responsibilities, career stages, and retirement horizons.

  1. A physician gesturing across a desk during a consultation

    Physicians & specialists

    Coordinate compensation, benefits, investments, protection, and family priorities.

  2. Surgeons working under operating-room lights

    Surgeons

    Connect high-income years, risk, time constraints, and long-term independence.

  3. A dental clinician reviewing a panoramic X-ray in an operatory

    Dentists & dental specialists

    Align personal wealth with practice ownership, equipment, benefits, and transition choices.

  4. A practice owner taking notes at a desk

    Practice owners & partners

    Join business cash flow, retirement-plan design, succession, and personal wealth.

  5. A clinician walking a bright hospital corridor

    CRNAs, NPs, PAs & healthcare executives

    Build a coordinated strategy around complex income and benefits.

Find your planning path
Michael A. Epps, ChFC®, RICP®, seated in the M. A. Epps & Associates office

Meet the planner

One planning relationship. A shared strategy across your professional team.

Michael A. Epps, ChFC®, RICP®

Michael helps organize the questions, priorities, and action steps that sit across a physician’s financial life, coordinating with the appropriate CPA, attorney, TPA, insurance professionals, and other advisors.

Meet Michael

Choose the next step that fits where you are.

Schedule a strategy call

A confidential introductory conversation about your priorities, current planning concerns, and whether a coordinated relationship may fit.

The first conversation is not a product pitch.

Schedule a strategy call

Physician Tax & Retirement Planning Guide

A lower-commitment way to start organizing the questions that connect tax and retirement planning.

Guide availability: The 2026 edition is available now as a PDF. Enter your details and download it straight away.

Request the guide
info@fiscalvisionfinancial.com

Elite Physicians Wealth Planning™ — Powered by Fiscal Vision Financial

Educational information only. Not individualized tax, legal, or investment advice.

301-259-1636

Start with a conversation, not a proposal.

Call
301-259-1636
Email
info@fiscalvisionfinancial.com
Hours
Monday–Friday, 9:00 AM–5:00 PM

No obligation. Monday–Friday, 9:00 AM–5:00 PM.