Fiduciary Financial Care from Residency through Retirement
Physicians in Training
You don't have time to focus on your financial life or to learn what you need to know to make smart financial decisions?
It would make a huge difference to have a physician specialized advisor who can help me to manage my student loans, maximize my cash flow, and protect my family and me against the risk of disability, lawsuits and premature death.
You don't have time to focus on your financial life or to learn what you need to know to make smart financial decisions?
It would make a huge difference to have a physician specialized advisor who can help me to manage my student loans, maximize my cash flow, and protect my family and me against the risk of disability, lawsuits and premature death.
Transitioning to Practice
While you are focused on making the right decisions for your professional future, you need a partner alongside you to ensure that you are also making the right decisions for your financial future.
While you are focused on making the right decisions for your professional future, you need a partner alongside you to ensure that you are also making the right decisions for your financial future.
Practicing Physicians & Dentists
Caring for your patients and your family doesn't leave you with enough time to truly optimize of your financial affairs. If you had a personal CFO keeping you on course and helping you to effectively maximize your financial opportunities and limit unnecessary risk, you would sleep better at night.
Caring for your patients and your family doesn't leave you with enough time to truly optimize of your financial affairs. If you had a personal CFO keeping you on course and helping you to effectively maximize your financial opportunities and limit unnecessary risk, you would sleep better at night.
Our Services
For more information about our services you can connect us by phone 866-447-2380
Comprehensive Financial Planning
Retirement Planning
Investments
Insurance Brokerage and Risk Management
Disability Insurance
Life Insurance
Liability Insurance
Tax Planning
Contract Negotiation
College Savings
Student Loan Counseling
Physician Home Loans
Asset Protection
Estate Planning
Group Benefits
Educational Services We know that the work physicians do is demanding, the hours are long and their bandwidth is stretched to the limit. The vast majority of physicians don't have the time or energy to obtain the financial literacy needed to effectively navigate their increasingly complex financial lives. That's where we come in. Our accredited financial professionals deliver on-site financial literacy lectures at training hospitals, medical and dental schools, private practices, and annual retreats across the country. Speakers include Certified Public Accountants, practice consultants, and Certified Financial Planners™. All speakers have lectured and worked extensively with physicians and are able to directly address the specific financial issues facing today's practicing and in-training physicians. Curriculum, conference, and event organizers may choose among a variety financial topics including debt management, taxation, contract negotiation, insurance, and retirement planning. Program lengths vary from as little as 15 minutes to one hour. There is an abundance of broad information available on these topics, but physicians and dentists need access to knowledge that has been specifically curated for them. Our lectures have been refined to not only deliver this information, but to do so in a concise, readily understandable, and actionable way. |
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