By Harness WealthFinances — April 9, 2020

Discounted Financial, Tax, and Estate Planning Services for Healthcare Workers

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During this time of uncertainty, we want to provide support in a practical way. Healthcare professionals and other essential workers are working around the clock to juggle personal and professional priorities against a backdrop of a turbulent stock market and major changes to tax deadlines.

Below is a list of firms in the Harness Wealth network that are offering discounted services or waived fees for those that work in the healthcare industry. We hope this helps alleviates some stress and anxiety for you, and we will keep this updated as our firms notify us of new, relevant offers.

To receive recommendations on which services and firms are most suited to your needs, please fill out your free Harness Wealth profile here or reach out to us directly at concierge@harnesswealth.com.

 

Firm NameOffer for Medical ProfessionalsFirm Type
Douglas C. Lane and Associates0.5% fee (half off our standard fee rate) for the first year of our advisory relationship with any medical professional.Financial Advisory Firm
Frontier Investment Management Company– 0.85% fee for $500K and above in AUM through the end of 2020.
– Complimentary estate planning services for Texas-based clients only, with $500K and over through the end of 2020.
– Specialty service: Frontier Medical.
Financial Advisory Firm
Payne Capital ManagementWaive first year’s fees.Financial Advisory Firm
SignatureFDSpecialty service: SignatureHealthFinancial Advisory Firm
Veracity CapitalWaive advisor fees for all of 2020.Financial Advisory Firm
Lilling & Company, LLPReduced rate of 25% off the standard hourly rates or expected fee range.Tax Firm
Perelson Weiner, LLPReduced rate of 25% off the standard hourly rates or expected fee range.Tax Firm
Cole Schotz, P.C.20% discount.Trust & Estate Firm
Hartmann Doherty Rosa Berman & Bulbulia, LLC20% discount for health care workers in New York and New Jersey.Trust & Estate Firm
Johnston, Kinney & Zulaica LLP– Document turnaround in a week or less.
– “White glove service” for medical personnel in the San Francisco Bay Area, including dropping Cloroxed and sanitized binders of documents at their homes.
Trust & Estate Firm
McNulty Law– Basic emergency legal documents to healthcare workers on the front lines on a pay-what-you-can basis.
– 20% discount for healthcare workers who become regular clients.
Trust & Estate Firm

Please be sure to ask about the terms and conditions of these offers during your consultations with the firms.

 

Related information: An Overview of Financial Advising for Medical Professionals