In the demanding healthcare profession, finding time to handle your financial affairs can be a challenge. Yet, making the right financial decisions for yourself, your family and your practice are critical to your success.

Our Private Client Group professionals provide counsel and a full range of services tailored for healthcare professionals and their practice groups. Knowing your time is precious, we deliver these services through a sophisticated Relationship Manager who brings the expansive resources of U.S. Bank to bear on your behalf.
Here are just some of the ways we can help:

Take advantage of opportunities
From a checking account¹ that pays money market-competitive interest rates, to customized financing² for a residential mortgage or vacation home, our banking specialists will help you meet your goals. We also offer:

• Shareholder buy-in and buy-out loans³
• Financing for malpractice insurance premiums
• Advice on the best way to leverage your year-end bonus³
• Expertise on charitable giving strategies³

Secure your future
With the time you devote to your practice and family, long-term financial planning can easily slip lower on your list of priorities. Your Relationship Manager can arrange for a personal consultation with specialists in wealth planning and asset management⁴. Offering an objective perspective, they can:

• Review your investment portfolio to ensure you are positioned for long-term success and shielded with tax-efficient strategies³
• Counsel you on how to protect your assets³
• Provide advice on the investment of your 401(k)⁵ and IRA rollover accounts⁵
• Offer guidance on the strategic use of trust accounts to manage wealth preservation³

Enhance the performance of your practice
Take advantage of our tools to help healthcare professionals increase productivity, improve cash flow and protect their significant investment in their practice. Services include:

• Treasury management
• Business payroll services
• Loans, credit lines, credit cards²
• Real estate or equity financing
• Leasing programs
• Financial planning, banking, investment management and trust services for partners⁴
• Special package of banking and financial planning services for employees⁴

Are there other financial issues on your mind? We can help, with customized banking, trust and investment products and services⁴. We'll simplify your day-to-day finances so you have more time to focus on your practice and personal interests, take advantage of financial opportunities and gain greater confidence in your financial future.

For more information, contact the Private Client Group