Financial Planning for Kaiser Permanente Physicians

Fiduciary Guidance to Help Maximize Your Benefits & Prepare for the Retirement You Deserve

Clarify Your Finances

Optimize Your Benefits

Plan for What Comes Next

Are Your Kaiser Retirement Benefits Aligned with Your Goals?

Your demanding schedule as a Kaiser physician leaves little time to organize the moving parts of your financial life. You need a plan that aligns with your goals and schedule—but it’s easy to feel like:

  • You haven’t had time to evaluate your full financial picture.

  • You struggle to make the most of your Kaiser benefits, including your TSA and Keogh Plan

  • You feel uncertain about how to balance your demanding career with long-term goals like a comfortable and well-timed retirement.

Give Your Finances Direction

Gain Clarity

Make confident decisions across every part of your financial life.

Build Your Strategy

Align your resources with your short- and long-term goals.

Live with Purpose

Make space for family, fulfillment, and freedom with a plan to support you.

What Evermont Means for You

Our name, Evermont, symbolizes the peak of your financial journey. As a Kaiser physician, you've dedicated years to helping others, and you deserve to enjoy the rewards. We work with you to:

  • Make the most of your Kaiser 401(k), pension, and deferred comp plans.

  • Design a financial strategy that evolves with your career and into retirement.

  • Provide responsive, flexible guidance that fits your busy schedule.

Fee-Only. Fiduciary. Physician-Focused.

  • Fee-Only & Fiduciary: Our advice is commission-free and based on your best interests.

  • Experienced with Kaiser Benefits: We understand the structure and interplay of Kaiser’s pension, TSA, and supplemental savings plan, including how benefits vary between SCPMG and TPMG physicians.

  • CFP® Expertise on Your Team: Our advisory team includes CERTIFIED FINANCIAL PLANNER® professionals, bringing comprehensive knowledge to the table.

  • Client-First Model: Our focus is on flexibility, responsiveness, and outcomes that align with your goals.

 Our Services Include:

Financial Planning

Retirement Optimization

Work-Life Balance Strategies

Student Loan Strategies

Insurance Analysis

Estate Planning Coordination

Tax Planning

Investment Management

The Plan

  • Step 1

    Schedule a 30-minute phone call to discuss your situation and goals.

  • Step 2

    Meet virtually or at our Claremont office to learn how we can help solve your problems.

  • Step 3

    Sign the engagement to start creating your perfect lifestyle.

Schedule a Call

Are We a Match?

You need a financial advisor experienced with clients like you. We may be a good fit if you:

  • Are a Kaiser Permanente physician who wants to turn complex benefits into a clear, retirement-ready plan.

  • Want a long-term partnership with a fee-only, fiduciary advisor who manages the complexity so you don’t have to.

 

 

Take the First Step—Schedule a Call!

You’re busy—but your financial future shouldn’t stay on hold. Let’s build a plan that works for your schedule and your goals. Schedule a consultation today.