Who We Serve

Professionals

Helping Guide Professionals to Financial Success

At Mendoza Private Wealth, we specialize in guiding successful professionals—particularly physicians, lawyers, and small business owners—through their peak earning years and into retirement. Our focus is on pre-retirees whom we help engage in “catch-up retirement planning” to close the gap toward their financial goals.

Navigating Peak Earning Years to Retirement

Many of our pre-retiree clients are high-achieving physicians and lawyers facing significant financial pressures:

In Miami and across South Florida, many people find themselves in the “sandwich generation,” balancing:

As these professionals approach their 50s, the urgency of pursuing retirement goals often becomes apparent, prompting the need for an accelerated approach to financial planning or, as we like to call it, “catch-up retirement planning.”

Time is more valuable than money. You can get more money, but you cannot get more time.

—Jim Rohn

Catch-Up for Retirement

Comprehensive retirement planning considers several aspects, including:

Expanding and maximizing retirement income sources
Careful expense management
Focused debt reduction
Strategic long-term investments
Efficient tax strategies
Estate planning

For small business owners, we provide specialized strategies, including defined benefit plans, to enhance retirement savings.

Are you a physician? Download our Catch-Up Retirement Planning Guide for Physicians to navigate the challenges of complex benefits, high taxes, student debt, and balancing work and family.

Are you an attorney? Download our Catch-Up Retirement Planning Guide for Attorneys to address the financial complexities of high income, debt, and taxes while preparing for retirement.

Start Your Path Toward Financial Self-Discovery

Book a Fit Meeting today and let’s explore how we might work together. It’s a no-obligation way to see if we’re the right fit for your financial journey.