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CAPTRUST + Private Diagnostic Clinic

Physician Retirement Planning Benefit

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. 

To take advantage of this new benefit, please contact the PDC benefits team at pdcbenefits@duke.edu or schedule an apppointment today.

Schedule an Appointment

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?

Announcements

Upcoming Webinar! Rising Interest Rates

In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.

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Press Releases

CAPTRUST Merges with Knox Capital Group

CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.

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Announcements

VESTED, Winter 2018

We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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