Capital Advantage, Inc.

Wealth Management
A female pediatrician and purple scrubs smiles at a little boy playing with tongue depressor during a checkup

Kaiser/TPMG Employees

Many of our clients are current and former Kaiser Permanente® and TPMG (The Permanente Medical Group) employees.

We specialize in helping you navigate the intricacies of the rich, and often complex, Kaiser benefit plans. Capital Advantage has been designing personalized financial plans and investment strategies for Kaiser hospital/health plan employees and TPMG physicians for decades.

SCHEDULE Your Initial Consultation

Tailored Financial Advice

Personalized wealth management for Kaiser and TPMG employees

Capital Advantage is equipped to provide Kaiser/TPMG employees with tailored financial advice to help you make the most of your retirement benefits.

Retirement Savings Plans

We can help you determine whether it’s in your best interest to save for retirement using traditional or Roth savings plans, and help you design a portfolio allocation tailored to address your unique financial goals.

Active Management of In-Service Retirement Plan

Utilizing Fidelity’s BrokerageLink option, components of the TPMG retirement plan have access to an open investment platform. This feature allows for full delegation of investment management, enabling us to actively manage your retirement plan so you can focus on enjoying life.

Pension Projections & Benefit Selection

A unique benefit of being a Kaiser/TPMG employee is the pension plan. Benefits can come in the form of a one-time lump sum or lifetime income payments. Capital Advantage can help you understand what your future benefits will be and how to best claim those benefits when you are ready.

Mega-Backdoor Roth Analysis and Execution

Having the ability to save excess earnings in a tax-free Roth account can be a significant tax opportunity. We can help you understand if this option is beneficial and walk you through an opt-in process if this strategy is recommended.

Allow TPMG Benefits to Talk to Us Directly

TPMG physicians can authorize Capital Advantage to work directly with your benefits department, which can save you time and simplify management of your benefits.

Full Early Retirement & Supplemental Retirement Plans

TPMG physicians are often eligible for a retirement benefit known as Full Early at 60. Additionally, you may have accumulated assets in a supplemental plan. We can help you understand these generous yet often complex benefits to determine the best retirement strategy for your needs.

Physician with glasses and stethoscope around his neck examining senior patient

Client Success Story

How we helped a Kaiser Permanente physician understand his TPMG retirement plan options

Anthony, age 58, is preparing for the early retirement at 60. He has enjoyed a successful career as a cardiologist with Kaiser Permanente®. He is eligible for early retirement (early separation with annuity payout) and wondering if he can afford to retire…

Read Their Story

Take Control of Your Financial Future Today

Meet with one of our financial advisors for a no-cost, no-obligation analysis of your investment portfolio and financial plan.

schedule Your Initial Consultation

Recent Articles for Kaiser/TPMG Employees

Disclaimer: Capital Advantage, Inc. is not affiliated, associated, authorized, endorsed by, or in any way officially connected with Kaiser Permanente® or TPMG (The Permanente Medical Group)

Limitations: No amount of experience, recognition, or past success, nor the achievement of any professional designation, certification, degree, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advantage is engaged, or continues to be engaged, to provide investment advisory services. Please see Important Disclosure.