Retirement for Healthcare Professionals
Take control of your future! If you are a healthcare professional, your 403(b) retirement plan may allow you to hire an outside advisor to manage your investments now instead of waiting for a future rollover.
Our team works with many of the nurses, doctors, and other medical professionals at Berkshire Health Systems to make the most of their retirement savings (and workplace benefits, too).
*Berkshire Money Management is not affiliated with, retained, or endorsed by Berkshire Health Systems.
Is your 403(b) earning as much as it could?
Most employer-provided retirement accounts offer limited investment options. You may be asked to choose a retirement date or risk tolerance, but without personalized support, how do you know if your assets are invested appropriately for your needs?
We can make your 403(b) and other retirement accounts work harder for you, not just your age group.
Financial support beyond investing
Retirement readiness takes more than investment management, which is why we provide financial service and support in all areas of your financial life. In addition to managing your 403(b) and other retirement savings, we’ll work with you to max out employer matches and other benefits, too, to make the most of your income today and save as much for your future as you can.
As clients of Berkshire Money Management, doctors, nurses, and other healthcare professionals have access to our full list of services including:
- Retirement planning
- Retirement coaching
- Social Security and Medicare planning
- Financial planning
- Estate planning
- College planning
- Business exit planning
- Employee benefit reviews to help you determine which insurance plans, HSAs, FSAs, and more are right for your family
