About Us
James Annon, Founder
What This Site Does
Orthopedic Surgeon Planning is part of Physician Planning Partners, an introduction service built exclusively for physicians. Through this network, orthopedic physicians are introduced to independent licensed professionals in legal, business, estate planning, exit planning, and more.
Independent Professionals + Experience
Through Physician Planning Partners, physicians can be introduced to independent professionals with years of experience serving physicians and practice owners. As an introduction service, we work with discretion and personal attention to connect you with the right independent professionals.
Plan With Intention. Plan For Success.
Select Which Area You'd Like to Learn More About
Choose the planning area that matters most to you and request an introduction to an independent professional who works in that area.
Estate Planning Attorneys
Introductions to independent estate planning attorneys for wills, trusts, probate questions, and practice-ownership documents.
Tax Preparation and Planning
Discover tax-saving strategies used by high-income physicians to reduce liability and increase after-tax wealth.
Business and Legal Planning
Set up and maintain the right legal structure to limit liability, support growth, and ensure compliance.
Financial and Wealth Planning
Financial planning topics, with introductions to independent licensed financial professionals who consider your income, risk tolerance, and timeline.
Growth and Exit Planning
Prepare your practice for expansion, sale, or succession with introductions to independent professionals who work with surgeons.
Digital Marketing
Get introduced to independent marketing professionals who build digital campaigns for orthopedic practices.
Real Estate Planning
Get introduced to independent real estate professionals for decisions from medical office expansion to practice property, built around the long-term goals of orthopedic professionals.
CFO Introductions
Get introduced to independent fractional CFOs who work with orthopedic practices.
Not sure where to start? Take a 2-minute check and request an introduction to an independent professional who works with orthopedic practices.
Find the right professional in 2 minutesOrthopedic Physician Planning is an introduction service connecting physicians with independent professionals. General education, not legal advice.
Please seek professional advice for your specific situation from an independent, qualified professional. View Disclaimer.
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