Financial Management
Geared Towards Doctors

Contact Us
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Welcome To

Empire Medical Management

Our Mission

Our mission is to help our clients work towards maintaining financial prosperity by implementing strategies that will maximize the growth, preservation, and tax-efficient management of corporate and personal wealth. We are committed to maintaining the highest standards of integrity and professionalism and seek to provide our clients with excellent service and results.

Our Beliefs

We believe that successful financial management, wealth strategies, and investing are long-term processes, not a series of transactions or short-term events. Clients deserve customized planning, management, and investment strategies tailored to their specific situations and needs. A carefully sketched-out investment plan is vital for financial success. Every investor should have an investment policy statement.

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We strive for quick and efficient resolution to every inquiry or concern and offer caring, personal attention to your individual needs and circumstances.

Josh Levine, CEO

WHAT WE DO

For Doctors

Our objective is not necessarily to reduce the complexity of the client's financial situation because sometimes it does make sense to utilize trusts and other strategies to reduce taxes and achieve family-friendly objectives. Rather, our goal is to save our clients time and energy by managing their complex situations ourselves so that they are free to focus more closely on matters that mean the most to them.

As part of the financial planning process, EMM develops specific recommendations addressing each of the areas discussed. During the first part of the process, the doctor will meet with their EMM advisor approximately four to seven times, typically within the first twelve-month period of the client relationship.

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OUR SERVICES

EMM provides a number of services to individual doctors and medical practices. When it is necessary, we will confer with outside experts or subcontract certain aspects of our service to deliver the highest quality advice to our clients.

SETTING YOU UP

To Succeed

Empire Medical Management, LLC also offers business consulting services to doctors who are shareholders or partners in medical practices. With EMM's vast nationwide network of contacts as well as its own experience in servicing medical professionals through the years, we are able to offer these specialized services to help ease the administrative burden of the medical or dental practice.

Some of the services that we offer include:
  • Business Entity and Structure
  • Analysis Banking Arrangement and Loan Financing Analysis
  • Medical Practice Continuity/Succession Planning
  • Insurance Analysis
  • Employee Benefits Analysis
  • Analysis and Creation of Doctor and Key Person Compensation
  • Benefit Arrangements

Achieve corporate success within your own private practice!