Financial Planning • Tax Services • Disability & Life Insurance • Investments
Consilium Management Group provides integrated tax, insurance, and financial planning strategies for physicians and retirees. We understand the unique financial needs of doctors both young (IBR,PAYE,PSLF) and established (401k, 403B, 457, Umbrella).
We help doctors and retirees save on their taxes and teach them how to take control of their tax situation, legally. The IRS gives doctors and retirees legal ways to save on taxes but they all too often don't know how to plan to use the tax code to their personal advantage.
We take a forward looking approach to tax preparation and tax planning while others are constantly looking at the past.
Consilium Management has the experience, training, and expertise to integrate financial planning, investment management, tax preparation, and tax planning under the same roof. Our physician and retiree clients understand the tremendous value we bring to their financial lives. If you want more from your tax and financial professionals then you have come to the right place.
Call, email, or request an appointment for your free tax analysis today!
Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
INVEST does not offer tax advice.