Closeup-of-doctor-wearing-blue-surgical-mask.jpg
Closeup-of-doctor-wearing-blue-surgical-mask.jpg
Closeup-of-doctor-wearing-blue-surgical-mask.jpg

Planning


to Organize The World Around You

SCROLL DOWN

Planning


to Organize The World Around You

Fiduciary


 

 

• i shall always act in good faith and with candor.

 

• i shall be proactive in my disclosure of any conflicts of interest that may impact you.

 

Fiduciary


 

 

• i shall always act in good faith and with candor.

 

• i shall be proactive in my disclosure of any conflicts of interest that may impact you.

 

You Should Know That...

OUR MISSION IS TO SERVE PHYSICIANS AND DENTISTS BY PARTNERING WITH THEM TO MEET THEIR COMPREHENSIVE FINANCIAL NEEDS THROUGH HOLISTIC GUIDANCE. THIS COUNSEL comes from the unique perspectives of experienced financial ADVISERS and practicing physicians that are licensed financial professionals.

When doing fee-only financial planning, not only is it important to give objective advice,  we also aim to provide clients with the highest level of comprehensive education available. We do this by working through your plan with the help of attorneys, CpA's, Physicians, and Financial planners as we believe each have a relevant perspective worth considering.   

IT IS OUR HOPE THAT, THROUGH OUR COMBINED EFFORTS, EACH CLIENT  WILL HAVE A HOLISTIC FINANCIAL STRATEGY BUILT WITH THE DIRECTION OF BUSINESS AND MEDICINE IN MIND.

WE HELP WITH A WIDE VARIETY OF ISSUES SUCH AS:

 

FINANCIAL SERVICES

INVESTMENT STRATEGIES

ESTATE PLANNING

RISK MANAGEMENT

RETIREMENT ANALYSIS

EDUCATION STRATEGIES

DISTRIBUTION & TAX STRATEGIes

CONSULTING SERVICES*

BUDGETING SYSTEMS

ASSET PROTECTION

CONTRACT REVIEW

Dental PRACTICE CONSULTING

Physician PRACTICE Consulting

DEBT REPAYMENT& Loan refinancing

 

*SECURITIES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC, MEMBER SIPC. 6070 POPLAR AVE. STE. 500 MEMPHIS, TN 38119 (901) 748-8888. WHITE & MCGOWAN IS NOT A SUBSIDIARY OR AFFILIATE OF MML INVESTORS SERVICES, LLC OR ITS AFFILIATED COMPANIES. CONSULTING SERVICES ARE NOT OFFERED THROUGH MML OR ITS AFFILIATED COMPANIES.

Check the background of these investment professionals on FINRA's Brokercheck.

Get to Know Us


Get to Know Us


 
Matthew White - Little Rock, AR

Matthew White - Little Rock, AR

Blake McGowan MD - Little Rock, AR

Blake McGowan MD - Little Rock, AR

Chad Boudreau - Shreveport, LA

Chad Boudreau - Shreveport, LA

Corey Acosta - Memphis, TN

John Jordan CPA - Jackson, MS

John Jordan CPA - Jackson, MS

Bryant Boyd MD - Shreveport, LA

Bryant Boyd MD - Shreveport, LA

Sheffield Kent MD - Little Rock, AR

Sheffield Kent MD - Little Rock, AR

 

The Process


The Process



F R O M  S T A R T  T O  F I N I S H

 

1 s t    M E E T I N G

YO U R      S E S S I O N :

We feel it is important to understand what we do, how we do it, and how the planning is specifically customized to the needs of physicians and dentists before you divulge any personal information.

After we provide a detailed explanation of our methods and strategies, we take a few minutes to gather information about you so we can adapt these strategies to your specific situation.

2 n d     M E E T I N G

YO U R     S E S S I O N :

We prepare a portfolio binder for you that we review together. This will include an extensive analysis of your situation and provide an organized format of what recommendations we believe are best to meet your unique needs. We also prepare an infrastructure for your specific budget to improve financial tracking and discipline, which we will discuss in this meeting.

3 rd     M E E T I N G

YO U R     S E S S I O N :

Complete physicals and any additional paperwork that may be needed. In addition, we will answer any clarifying questions and review expectations going forward.

Our priority is your understanding and confidence in your unique strategy. You will walk away from this meeting with a sense of security about your finances.

ANNUAL    R E V I E W S

YO U R     S E S S I O N :

We will update your analysis to check your progress and confirm that the strategies being used are working
appropriately to meet your short term and long term financial needs.

We will also make any necessary revisions to your budget's infrastructure and adapt the strategies to reflect any changes in your financial situation. This meeting will typically involve your CPA and Estate Planning Attorney. As a group, we will walk through several potential scenarios as a stress test. The goal will be to assess qualitatively and quantitatively whether or not the established plan can survive various situations when reviewed through the lens of experts in Tax Planning, Legal Planning, and Financial Planning.

This meeting will be done once a year, though we are always available should need arise.

PAST EVENTS

Closeup-of-doctor-wearing-blue-surgical-mask.jpg

Questions For Analysis


Questions For Analysis


Though teaching and education are helpful, advice without a foundation of understanding can be misguided. We believe it is critical to understand the intricacies of your situation if we wish to provide relevant education and precise recommendations. The form below contains a few questions that we believe are either necessary to know or certainly helpful to know in our process of helping you move in the right direction.