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.
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?
To take advantage of this new benefit, please contact the PDC benefits team at email@example.com to schedule an appointment today.