Menu

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?

Recognition

CAPTRUST Again Named #1 U.S. Advisory Firm

The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.

Read More

Announcements

Demystifying Financial Wellness Webinar Registration

Join us on Wednesday, August 30, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of employee financial wellness with CAPTRUST senior investment experts, Phyllis Klein and John Leissner.

Read More