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Meet Dr. Patel

Emerging professional
37 years old

young female Indian doctor on phone

Dr. Patel’s Story

Early in her career, Dr. Patel is looking for a trusted fiduciary advisor who can help her structure her practice to maximize tax deferral opportunities and create a personal retirement savings plan that will reap benefits as her income grows.

If you find something in common with Dr. Patel’s story, let’s talk. Tap the Get started button below to connect.

What Can Dinergy Do for Dr. Patel?

Planning

In addition to our core financial planning work, we’ll create Dr. Patel’s Individual Professional Deferred Compensation program to help her create a business structure for her 1099 work. Our Legal partners are experienced in creating LLC business structures for individual practitioners. Our Enrolled Actuary partners are IRS certified and experts in deferred income programs for professionals. Together, we can design a financial plan around her goals that allows her to take maximum advantage of current tax regulations to strengthen her financial future.

Investing

With Dr. Patel’s goals and risk preferences in mind we’ll create the necessary set of investment portfolios that are continually monitored and work with our Enrolled Actuary partners to ensure her annual contributions and/or withdrawals are timed to maximize the benefits she can claim.

Insurance

Like everyone, Dr. Patel is working every day to strengthen her family’s financial future. While life insurance might not be top of mind today as she pays off her student loans, this is exactly the right time for her to build it into her financial plan—especially given her likely future earning potential her family is counting on.

“We believe many in this business think this is just a business about the money. We wanted a firm that knows this business is, and always has been, about the relationship between a trusted advisor and an engaged client, both working daily toward a common goal. No exceptions.”