The CLIENT
Dr. Philip A. Young, M.D. (owner)
Aesthetic Facial Plastic Surgery
Bellevue, WA.
This thriving private company was growing quickly, and now with 8 employees beyond the owner, Dr. Philip Young was looking for ways to save money and to offer his employees greater value. His goal was to:
We took a hands-on approach with Dr. Young's interests, as we do for all of our clients, and identified his goals before ever making a recommendation. We also learned more about where he wanted to take his business in the long run, so that we were able to take into account a Plan Design that could also meet his future business goals.
We implemented a 401(k) plan custom designed to meet his goals, including:
"The world of financial planning can often be full of “corporate speak” and complicated language, but LRS was able to efficiently translate details and important facts to us, making the experience smooth and professional. The team at LRS delivered the results we expected and then some."
- Dr. Philip A. Young, M.D.
