Protection Point Advisors has a long history with Kaiser Permanente and its affiliated medical groups. This special relationship and experience is extremely helpful for our KP clients when navigating the multitude of challenges in a long career.
History
Our founders and several of our advisors built their original practices working with KP physicians from SCPMG and TPMG. However, some of our clients transferred to other groups within the Permanente system, leading us to referrals in NWPMG and MAPMG. While there were always a lot of similarities, we have become very familiar with the peculiarities of each Permanente medical group, transferring this knowledge throughout our staff, advisors and financial planning teams.
Challenges Today
Because of our numerous KP physicians, we have unique access to changes in plan options, sometimes before they happen. We also see how changes in one group often leads to changes in another group. This unique perspective informs our experience and advice.
Unique Situations
With many years comes the experience needed for rare and important events. We have taken many physicians through the disability process, helped survivors through getting their group life benefits, and selling their partnership shares. Having a financial team that has been there can help you and your family maximize the benefits you have worked so hard for.
Retirement
The most common planning we do is customizing the multitude of tools you have for retirement. Each group is a little different, with Roth provisions, deferred compensation plans, and self-directed investment options. We custody money at Schwab and Fidelity specifically to match our KP physician options.
Investment Management
What would you like? Income, growth, buy and hold, momentum, ESG or socially responsible investing? Maybe a little of each? We can help your portfolio match your approach to life. We start with all relationships by getting to know you through candid discussions, risk testing, and financial planning. We believe you will find a better solution by better understanding how you got there.