Our Clients | Proactive Asset Protection | Northbridge Financial

Proactive Financial Planning for Physicians, Dentists, and Medical Professionals

Using a customized approach, our primary goal is to help doctors, dentists and other medical professionals successfully navigate through their unique financial challenges. We identify what is important to you in your life and discuss opportunities and challenges along with the economic environment, current tax laws, and risk adjusted investment expectations.

Given that our society has become increasingly litigious, asset protection strategies have become more important for physicians, dentists and other medical professionals. Asset protection planning goes beyond medical malpractice insurance. Because it’s part of your overall financial strategy, we consult with outside legal professionals on the appropriate asset protection strategies for your situation. The ultimate goal is to remove the economic incentive for plaintiffs to sue and recover from you.


Customized Services for Business Owners

Business owners face unique challenges when it comes to financial planning. The form of ownership you choose for your business, the development of a succession plan, and the proper forms of insurance coverage are just a few important considerations.

Northbridge Financial Group can assist business owners with tax strategies, retirement plans, risk assessment. We consult with outside strategic partners on appropriate asset protection strategies. We also understand entrepreneurship and the important elements of managing your business through each life cycle while remaining focused on your personal wealth objectives.

Customized Services for Business Owners Proactive | Northbridge Financial


Distinctive Guidance for Affluent Individuals | Northbridge Financial

Distinctive Guidance for Affluent Individuals

You’ve worked hard to amass affluence and deserve to have a strategy in place to help you build and preserve your wealth. Asset protection planning can help mitigate risk associated with unexpected liability that can erode your wealth. We are able to assess your current financial picture and develop strategies, along with outside legal professionals, that encompass asset protection planning and wealth management.

Because Northbridge Financial Group is an independent firm, our guidance is objective. We specialize in creating specific strategies that address complex wealth management issues, such as tax liability, while keeping your best interests front and center. Our approach is comprehensive and strategic to support all facets of your wealth management and asset protection needs.