MaxWorth Benefits Group

Bank Credit Union

Why pick this one

MaxWorth Benefits Group specializes in creative compensation strategies for healthcare organizations, backed by 35 years of industry experience.

Best for

  • healthcare organizations seeking to attract and retain physician talent
  • customized financial and compensation strategies

Look elsewhere if

  • individual personal finance needs not related to healthcare
  • general investment services without healthcare focus

Specialties

  • Benefit Plan Funding Strategies
  • Nonqualified Plan Strategies
  • Practice Transition Strategies
  • Qualified Plan Strategies
  • Physicians’ Lifetime Income Plan

Certifications

  • FINRA
  • SIPC

What makes them different

  • 35 years of experience in benefit design
  • focus on healthcare organizations
  • customized solutions for compensation challenges
  • specialization in physician talent retention
Years in business
35
Serves
Charlotte

Distilled from this business's own website.

Contact & Location

Address
10800 Sikes Pl Ste 205, Charlotte, NC 28277
Phone
7046430146
Website
https://www.maxworthbenefits.com/
Email
info@maxworthbenefits.com

Services

  • Retirement Planning
  • Financial Planning
  • Insurance and Risk Management
  • Disability Income Planning
  • Investment Selection And Management

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