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CAPTRUST + Private Diagnostic Clinic

Physician Retirement Planning Benefit

CAPTRUST Financial Advisors has been the consultant to the PDC retirement plans for the past decade and is now providing an enhanced benefit of customized retirement planning advice for physicians.

You have access to CAPTRUST’s advisors and our deep experience working with both individuals and retirement plans. We are available for phone consultations and will be on-site at Duke two days every month. 

To take advantage of this new benefit, please contact the PDC benefits team at pdcbenefits@duke.edu to schedule an appointment today.

Schedule an Appointment

Questions we can answer:

  • What financial goals should I be focused on today?
  • How much will I need for retirement?
  • Are my retirement accounts and other accounts invested appropriately?
  • What about my estate planning and insurance needs?
  • Are my beneficiary designations appropriate?
  • What else should I be thinking about?

 

Your Dedicated CAPTRUST Financial Advisors 

Brian Pollard, CFP®
Vice President | Financial Advisor
Raleigh, NC

Ryan Leach
Vice President | Financial Advisor
Raleigh, NC

Announcements

VESTED, Summer 2019

We are pleased to announce that the Summer 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail shortly. If you are interested in receiving VESTED Magazine, please let us know via email.

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