Financial Planning

Personal Services: Connecting physician practices with the resources they need

Often-overlooked responsibilities such as financial planning and materials management usually take a back seat to patient care - and therefore may be neglected.

Financial Services

Through OneSourceMed®, physicians can access financial services tools that can help build a strong foundation for the future, including:

  • HIPAA consulting and gap analysis
  • Retirement and estate planning
  • 401k
  • Tax strategies
  • Investment vehicles
  • Succession planning
  • Business valuations and M&A
  • Education planning
  • Charitable planning and philanthropic services
  • Staff leasing