Additional services you may find helpful:
You have dreams about your future. We’ll help you articulate them and set a financial course toward making them a reality. Learn more
If you are in the market for a new home, we can help you with a financing package that is exclusive to medical professionals. Learn more
Our premier financial relationship with services is designed to offer you more convenience and control in your financial life. Learn more
Access our online investment management account to simplify investing and make it more manageable with your busy schedule. Learn more
Services you may find helpful:
Will you be ready when a child leaves for college or you want to step into retirement? We can help you prepare for tomorrow with a smart financial plan today. Learn more
Is your family growing and in need of a new place to call home? We can help you with a financing package that is exclusive to medical professionals. Learn more
Our premier financial relationship with services is designed to offer you more convenience and control in your financial life. Learn more
Special, physician’s access to an unsecured line of credit offers you peace of mind in the event of an emergency or extra cash for a short-term purchase. Learn more
Use the securities in your portfolio as collateral to obtain a loan from Trust Standard Bank. Learn more
Additional services you may find helpful:
A strategic plan for retirement helps you determine whether you have enough saved, how to avoid costly tax implications, and ways to maximize your resources as you live out your new life. Learn more
Thinking about selling or passing on your practice? Let our business transition professionals guide you through the nuances of putting your practice on the market or transitioning it to new management. Learn more
Achieve long-term investment goals, provide long-term protection for your family, and minimize estate tax burden. Learn more
Special, physician’s access to an unsecured line of credit offers you peace of mind in the event of an emergency or extra cash for a short-term purchase. Learn more
Use the securities in your portfolio as collateral to obtain a loan from Trust Standard Bank. Learn more
Additional services you may find helpful:
To create efficiencies with claim payments, you need timely deposits, a consistent view of all insurance claims paid regardless of payment method or channel, claim reconciliation, automated posting, and a reporting database for monitoring payer performance and coding errors. Here’s how we can help. Learn more
Enhancing profitability means collecting, processing, and depositing paper checks from patient pays more accurately and efficiently. We have smart solutions to help you prioritize profitability through expedited patient pays. Learn more
Improve efficiency by depositing check, cash or card co-pays right from your office. We also make it quick and easy to transmit cash deposits to us for same day credit. Learn more
To keep your bottom line healthy, you need to maintain cash flow efficiencies, optimize patient care, and eliminate the risk of equipment obsolescence. Learn more
If you are considering passing on your practice to family or partners, we can help ease the transition with specialized analysis and consulting, including:
Detailed financial models of your situation
Transition plans that deal with business, family and financial issues
Implementation services to ensure that your objectives are achieved. Learn more