York Management Services offers comprehensive financial management solutions tailored to the unique needs of Certified Registered Nurse Anesthetists (CRNAs) and other medical professionals.
Our services.
-
Wealth Management
Individuals working as 1099 independent contractors are generally not eligible for the traditional benefits afforded to full-time employees, such as health insurance, malpractice coverage, and employer-sponsored retirement contributions. To address these needs and enable you to remain focused on your professional pursuits, we offer a suite of services including wealth management, investment planning, insurance advisory, and tax planning and compliance. Our objective is to provide tailored financial guidance to help you achieve both your personal and long-term financial goals.
-
Investment Advisory
Our investment advisory services are designed to complement our broader wealth management offerings. We adhere to a conservative investment strategy, focused on long-term growth and the preservation of capital. Our objective is to provide you with peace of mind, ensuring that your investments are managed prudently and aligned with your financial goals—allowing you to remain confident in your portfolio’s performance without unnecessary stress or concern.
-
Insurance Advisory
As part of our comprehensive service offering, the insurance advisory component includes a thorough review of your insurance needs. We provide a detailed checklist outlining the various types of coverage that may be necessary for your professional and personal circumstances, along with recommendations on where to obtain appropriate policies. The areas of coverage typically include: malpractice insurance, personal health and dental insurance, term and whole life insurance, disability insurance, and automobile insurance.
-
Tax Planning and Compliance
Our tax planning and compliance services are designed to provide you with strategic guidance on maximizing your earnings by effectively applying relevant tax codes and regulations to your professional medical practice. We will recommend industry best practices to ensure compliance with IRS requirements and to help you qualify for all applicable tax deductions. Additionally, we offer professional tax return preparation services for the accurate and timely filing of your U.S. tax return.
What we do:
We assist medical professionals in building, preserving, and managing their wealth, enabling them to focus on their practice while confidently pursuing their financial goals.
We are continually seeking new opportunities to support the unique financial needs of medical professionals. If you are interested in exploring our services, we invite you to contact us to schedule an introductory meeting. Following our initial discussion, we will provide you with a formal agreement outlining the scope of our services and the associated fee structure.
