It all starts with a conversation.
You don't need to have everything figured out before we talk. The first step is simply understanding what matters most to you, what may be getting overlooked, and what would help you feel more confident about your financial future.
Financial Resources for Physicians & Attorneys
Practical insights and tools designed to help high-income professionals make more informed decisions about taxes, retirement, investments, protection, and long-term wealth planning.
For Physicians
Resources focused on the financial decisions physicians face during their peak earning years and as retirement approaches.
The Private Practice Physician Tax Leak Report
Discover eight areas where tax planning can break down for private-practice physicians and practice owners—even when you already have a CPA, retirement plan, investments, and other professionals in place. This guide helps identify where timing, structure, and a lack of coordination may be creating missed planning opportunities.
The Employed Physician Tax Control Report
Being a W-2 physician doesn’t mean you have no tax-planning opportunities. This guide examines nine areas worth reviewing, including employer retirement plans, 457(b) and deferred compensation, Roth strategies, bonuses and withholding, HSAs, investments, side income, charitable planning, and future retirement income.
Financial Grand Rounds for Physicians™ — Executive Overview
See how Financial Grand Rounds for Physicians™ brings the different pieces of your financial life together. This brief overview explains the coordinated process for reviewing taxes, investments, retirement, insurance, estate planning, benefits, and other important decisions—and turning the findings into a prioritized Financial Treatment Plan.
For Attorneys
Resources focused on the financial issues law firm owners, partners, and senior attorneys & Solo firm owners face as income, taxes, retirement, and ownership become more complex.
The Solo Law Firm Owner’s Financial Checklist
10 Financial Decisions That Can Affect Your Taxes, Retirement & Personal Wealth
Running a successful law practice doesn’t automatically create personal financial independence. This checklist helps solo attorneys and law firm owners review 10 important areas—from taxes, retirement plans and cash flow to investments, protection, succession and estate planning—so more of the success created by the firm can translate into long-term personal wealth and greater freedom outside the practice.
The Attorney Wealth Checklist - Partners
10 Financial Questions Partners Should Answer Before Retirement
For law firm partners and senior attorneys age 50+, retirement involves much more than reaching a certain account balance. This checklist helps you evaluate retirement income, taxes, investments, firm equity and buyout considerations, Social Security and Medicare, insurance, estate planning and advisor coordination—so you can identify what deserves attention now and approach retirement with greater clarity and choice.
The Attorney Tax Leak Diagnostic
This 8-point assessment helps high-income attorneys identify where tax planning may be happening too late, inconsistently, or without enough coordination. It reviews income changes, estimated taxes, retirement decisions, compensation, investments, charitable planning, and year-end timing—then helps you pinpoint the areas most likely to deserve attention before another planning opportunity passes.
The Attorney Wealth Case Review™ — Executive Overview
See how the Attorney Wealth Case Review™ brings the different pieces of an attorney’s financial life together. This overview explains how compensation, taxes, retirement, investments, firm ownership, succession, insurance, estate planning, and other professional advice can be reviewed as one coordinated financial case—with a written strategy and clear next steps.
How Well Is Your Financial Team Working Together?
13 questions to help identify whether important financial decisions are being coordinated — or falling between professionals.
Physicians and attorneys often work with several capable professionals — a CPA, financial advisor, attorney, insurance professional, and others. Each may be doing exactly what they were hired to do.
The challenge is that no single professional may be responsible for seeing how every recommendation affects the rest of the financial picture.
The Financial Coordination Scorecard™ is designed to help you quickly evaluate whether your financial team is operating from one coordinated plan.
☐ Do I have one written financial plan that connects my tax, investment, retirement, protection, and estate decisions?
☐ Do I clearly understand what each of my financial professionals is responsible for?
☐ Do I understand how the professionals advising me are compensated and where potential conflicts may exist?
☐ Are important tax decisions discussed before they are implemented rather than after the fact?
☐ Do I have a written retirement-income strategy showing how my different accounts may eventually produce income?
☐ Have my insurance coverage and estate planning been reviewed together as my income and assets have changed?
☐ Are my CPA, financial advisor, attorney, and insurance professionals working from the same current financial information?
☐ Is one person or process clearly responsible for coordinating recommendations between my financial professionals?
☐ When a recommendation is made, is someone assigned responsibility for making sure it is actually completed?
☐ Are important financial decisions tied to specific deadlines or planning windows?
☐ Is my overall plan reviewed when my income, family, career, ownership, or retirement goals change?
☐ Can I identify which financial issues deserve attention now and which can reasonably wait?
☐ Can I point to one document showing what is working, what needs attention, and what should happen next?
If several of these questions revealed gaps or uncertainty, the next step does not have to be another report or questionnaire. A brief conversation can help identify which issue deserves attention first.
Protecting the Income, Assets & Family Behind the Career
High income and professional success can create financial risks that deserve their own review.
Physicians and attorneys often spend years building income, assets, practices, firms, and family wealth — while the protection strategies around those assets may have been put in place much earlier.
A coordinated review should consider whether disability and income protection, life insurance, critical illness, long-term-care planning, liability coverage, business or practice risks, and asset-protection considerations still reflect the financial life you have today.
Income Protection
Would your household and long-term plan remain intact if illness, disability, or another health event interrupted your ability to earn?
Liability & Asset Protection
Do your insurance coverage, ownership structure, and legal planning appropriately reflect the professional and personal assets now at risk?
Long-Term Protection
Have life insurance, critical illness, and long-term-care needs been reviewed as your income, family responsibilities, and net worth have changed?
The objective is not to add more products or complexity. It is to determine whether the protection strategies already in place still fit your income, assets, family responsibilities, and professional risks — and identify where additional coordination with insurance, legal, or tax professionals may deserve attention.
Not Sure Where to Start?
If you would rather discuss your situation directly, schedule a 15-minute call and we can determine which resources or planning approach are most relevant to you.
Chuck Gore
Gore Wealth Management
(205) 876-5622
[email protected]
Vestavia Hills, AL
Copyright © 2026 Gore Wealth Management - All Rights Reserved. Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC, A Registered Investment Adviser. Cetera is under separate ownership from any other named entity. http://brokercheck.finra.org