Retirement Planning for Healthcare Professionals
Tailored physician retirement strategies to secure your future after years of dedicated service
About The KeyArx Group
Understanding Comprehensive Retirement Planning
Healthcare professionals face distinct challenges when planning for retirement. Years spent in specialized training often result in delayed retirement savings—creating a decade-long disadvantage in compounding interest compared to other professionals. This “training gap” can lead to a significant shortfall exceeding $500,000 in retirement savings.
At KeyArx Group, we understand that physician retirement strategies must address both financial security and identity preservation4. Our comprehensive approach helps you transition from full-time practice to retirement on your terms, maintaining your professional identity while securing financial independence.
While generic retirement plans focus primarily on asset accumulation, our healthcare-specific strategies incorporate practice transition planning, tax-optimization, and identity preservation components that acknowledge medicine isn’t just your career—it’s part of who you are.
Why Choose Us
Tailored Solutions, Trusted Advisors
Our retirement planning process begins with listening to your unique goals and concerns:
Practice Continuation Options
We develop customized retirement frameworks allowing for reduced clinical hours, locum tenens opportunities, or teaching positions—ensuring you can stay connected to medicine while enjoying greater freedom
Flexible Policy Solutions
Our team creates resilient retirement strategies that adapt to healthcare's unpredictable nature, protecting against forced early retirement due to physical demands or practice changes
Efficient Underwriting
We implement tax-advantaged retirement vehicles specifically designed for high-income healthcare professionals, helping you keep what you've sacrificed to earn
The KeyArx Group | The Power Of Our Relationships
With over 30 years of experience serving healthcare professionals, we understand the unique retirement planning challenges physicians, surgeons, and medical specialists face. Our deep industry knowledge enables us to design retirement solutions that address both the financial and emotional aspects of transitioning from a demanding healthcare career.
We partner with leading financial institutions specializing in healthcare professionals to deliver superior retirement outcomes. Our independence ensures we recommend only what serves your best interests, not quotas or sales targets.
Additional Services
We Ensure Professional Insurance Services
Business & Portfolio Financial Health
Risk Mitigation & Asset Protection
Advanced Insurance Solutions
Comprehensive Retirement Planning
Risk Mitigation Strategies in Healthcare
Custom Benefit Programs for Medical Practices
Ready To Secure Your Future?
Our dedicated specialists can help you overcome the unique retirement planning challenges healthcare professionals face. From accelerated savings strategies to practice transition planning, we’ll build a comprehensive retirement roadmap tailored to your specific needs.
How We Work
We first listen and then give advice
Discover Your Specific Needs and Vision
We begin by understanding your unique situation, considering factors like years in practice, specialty, current savings, and personal retirement vision
Analyze Comprehensive Retirement Readiness
Our team conducts thorough analysis of your current financial position, identifying gaps and opportunities specific to healthcare professionals
Create Customized Retirement Framework
We develop tailored strategies addressing accelerated savings, tax efficiency, practice transition, and income protection
Implement And Monitor Success
We implement your personalized plan and provide ongoing oversight, making adjustments as your career and goals evolve over time
The KeyArx Team
Meet The Team
Our advisors specialize in retirement planning for healthcare professionals, combining financial expertise with deep understanding of medical careers. Each team member has extensive experience helping physicians, surgeons, and healthcare specialists navigate the unique challenges of retirement planning.
Paul Cella
CEO | Founder
Steve Cella
President | Business Development Director
Todd Neville
Vice President Business Development
Testimonials
What Clients Say About The KeyArx Group Retirement Insurance Solutions
