Doctor Retirement Planning: Becoming a "Savvy Physician"

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M.D. Venture Partners, a unique healthcare venture capital firm, now provides education on financial management, physician retirement planning and business continuity through a series of whitepapers to help every doctor become a "Savvy Physician."

In its continuing effort to help physicians better understand their personal and professional financial options and make smart choices with their money, M.D. Venture Partners (MDVP) has just launched an educational series called "The Savvy Physician." This series of in-depth whitepapers will regularly share financial topics of interest for physicians nationwide. Each new installment in the series will be posted to the News section of the MDVP Web site (

"Physicians work extremely hard to stay up to date in the fast-paced world of medical innovation," says David Rose, MDVP's Managing Partner. "Given how dedicated they are to their profession, it is often difficult for the average physician to also find time to secure and grow their practice in a way that makes sense and is financially savvy. The idea behind our 'Savvy Physician' series is to distill essential information on topics that our own physician investors have said are important to them."

Topics in "The Savvy Physician" series will include business continuity and succession planning, diversifying investments through smart financial management, physician venture capital to fund emerging healthcare technologies, managing wealth at different stages of life, and several other subjects to help physicians make good financial decisions. Each topic will be addressed by respected financial professionals who have special experience with the common economic and investment issues medical doctors frequently encounter.

"We will publish new whitepapers regularly to the M.D. Venture Partners Web site," adds Mr. Rose. "Our goal is to help educate physicians about important financial matters so they can ask the right questions. When giving financial advice to doctors, many invest professionals don't take enough time to explain the reasoning behind their recommendations. As a result, many physicians can make decisions that don't fully protect their practice or maximize the returns on their wealth."

Business succession planning is one of the first topics in The Savvy Physician series. There is much truth in the popular saying that the only certainties in life are death and taxes - and every physician needs to plan for these certainties to minimize their negative financial effects. This whitepaper discusses life insurance, estate taxes, succession planning, and other issues related to business continuity.

"For most doctors, retirement planning is an important part of their overall wealth management strategy," says Mr. Rose. "And many others want to see the practices, businesses, and other organizations they worked so hard to establish live on even after they exit. Our whitepaper can help them get started navigating the legal and tax implications of continuity and succession planning."

Another installment in "The Savvy Physician" series discusses how physicians can get involved personally in funding the next generation of healthcare through venture capital. This whitepaper details MDVP's investment strategy and explains the value of investing in emerging healthcare technologies.

"Just like in the practice of medicine, having good information and being educated on what to look for can help a doctor make smart financial moves," adds Mr. Rose. "We hope that this whitepaper series will appeal to a wide range of physicians looking for reliable information."

M.D. Venture Partners ( is operated by several General Partners who have been in the securities industry over 20 years and have specialty experience in healthcare technology investing. While MDVP's main goal is to serve the financial needs of its Physician Limited Partners, the partnership is also dedicated to supporting medical innovations that provide cures and save lives. Through its unique funding model, MDVP has grown to become one of the leading healthcare technology venture funds in America.


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