SignatureHEALTH Helps Health Care Professionals Manage Their Financial Lives

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SignatureFD’s new initiative recognizes the limited time and unique needs of medical professionals.


SignatureFD: Financial Design for Life

We’re here to streamline and simplify the financial lives of physicians and healthcare professionals.

SignatureFD, a leading privately held financial design and advisory firm headquartered in Atlanta, has launched SignatureHEALTH, a wealth management solution for health care professionals.

SignatureHEALTH is designed to help physicians and other professionals plan for retirement, protect and grow their assets, and more. The initiative is led by wealth managers with experience in meeting the unique needs of health care professionals.

“Between shifting reimbursement rates, evolving patient needs and a rapidly changing health care environment, health care professionals have highly specialized financial needs,” says Jim Tally, SignatureFD partner and SignatureHEALTH initiative director. “Our SignatureHEALTH program speaks directly to those needs.”

Those needs may include exit and transition strategies for practice owners, business and personal liability insurance review, and asset protection strategies for practitioners and high-income professionals.

SignatureHEALTH uses SignatureFD’s Wealth Blueprint Process® for health care professionals to identify and construct strategies to help clients reach their professional and personal financial goals. Those goals might include supporting a family, retiring from a practice, or tackling personal and professional debt.

“In developing SignatureHEALTH, we knew that a one-size-fits-all approach would never work for physicians. Doctors and other medical professionals are extremely busy seeing patients and running their practices, so finances often take a back seat,” says Tally. “We’re here to streamline and simplify the financial lives of physicians and healthcare professionals.”

To learn more about SignatureHEALTH, visit

About SignatureFD
SignatureFD, LLC, is an innovative and comprehensive financial design firm with a simple mission: to empower each client to use their wealth to live a great life. Founded in 1997, SignatureFD offers a full suite of wealth management services designed to meet the needs of high-net-worth individuals and families. These include asset management, asset protection, tax planning, cash flow and debt management, wealth transfer planning, and financial life planning. For more information, visit the SignatureFD website at

Press Contact:
Jim Tally, CTFA, CFP®, Partner, Director of SignatureHEALTH
1230 Peachtree St. NE, Suite 1800
Atlanta, GA 30309


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Jim Tally
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