Many of our clients are current and former Kaiser/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.
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.
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.
Recent Articles for Kaiser/TPMG Employees
As a physician with The Permanente Medical Group (TPMG), ensuring the safety and stability of your pension is an essential part of helping to secure your financial future. With recent…
Fidelity’s BrokerageLink® is an innovative investment option designed for select retirement plans, including 401(k) plans. Functioning as a self-directed brokerage account within your employer-sponsored retirement plan, BrokerageLink® provides you with…
Utilizing the Mega Backdoor Roth feature within your TPMG (The Permanente Medical Group) Retirement Plan 3 can be a strategic move to bolster your retirement savings. The Mega Back Door…
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.