About Us

James Annon, Founder

What We Do

Dermatologist Planning is a specialized division of Physician Planning Partners - a trusted advisor network built exclusively for physicians. Through this network, we connect high-achieving dermatologists with fully licensed, professionally accredited experts in tax, legal, finance, estate, banking, exit planning, and more.

Our mission is simple: to provide dermatologists with the same attention to detail and long-term strategy in their planning as they offer in every diagnosis, treatment, and cosmetic result.

Each plan we develop is designed specifically for your goals, your stage in practice, and the unique challenges of your specialty - ensuring your practice, wealth, and legacy are protected for years to come.

Advisor Credentials + Experience

Through Physician Planning Partners, physicians gain direct access to a curated network of advisors with years of experience serving high-net-worth clients. As a premium, white-glove service, we operate with the utmost discretion, precision, and personal attention, delivering strategies that protect your career, preserve your wealth, and position you for lasting success.

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 consult with a premium partner who can design tailored strategies for your needs.

Estate and Legacy Planning

Structure your estate to preserve assets, reduce taxes, and support your family and charitable goals.

Tax Preparation and Planning

Implement personalized strategies to minimize tax liability while maximizing long-term financial growth.

Business and Legal Structuring

Set up the right legal and business framework to safeguard income, reduce risk, and prepare for future transitions.

Financial and Wealth Planning

Grow and manage your investments with a plan that aligns with your lifestyle, goals, and retirement timeline.

Private Banking and Lending

Use physician-friendly banking and lending strategies to manage cash flow, invest in opportunities, or fund major purchases.

Growth and Exit Planning

Plan ahead to maximize practice value, minimize taxes at exit, and create financial freedom for life after medicine.

Digital Marketing

Build a strong online presence and bring in more patients with marketing campaigns crafted for dermatologists.

Real Estate Advisory

From private clinic space to property investment, get tailored real estate planning that aligns with your practice growth and personal wealth goals.

CFO Services

Gain strategic financial insight with fractional CFO services designed for dermatologists navigating the complexities of both medical and cosmetic practice models.

Please seek professional advice for your specific situation from one of our qualified advisors. View Disclaimer.

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