We Focus On Our Specialty
So You Can Focus On Yours
As a physician, you understand the importance of working with a medical specialist. Don’t you deserve the same with your financial life as a physician?
It is a financial maze! Transitioning through your career as a physician is daunting. You have limited time to understand critical nuances impacting the long-term financial trajectory of your life. You're moving from minimal income and heavy debt into contract and benefit negotiations, to home purchases and debt strategies, to tax questions and partnership options, and retirement planning.
And on and on the financial maze goes.
By partnering with us early on, you will receive critical guidance necessary to help put yourself on a strong financial path and avoid financial pitfalls.
Whether you are a resident, attendee, partner, or owner, we understand your financial world and your important needs as a physician. As you move throughout your career, we will walk alongside you each step of the way.
Need Physician-Specific Help?
Physician-Specific Services:
Debt Strategies
Contract Review
Specialty-Specific Disability Income Protection
Life Insurance Review
Benefit Consultation
Investment Strategies
Tax-Efficiency Planning
Physician Home Loan Introductions
Educational Funding for Family Members
401(k) and Defined Benefit Planning
Retirement Planning
Want to Learn More?
“We regularly provide financial lectures for physicians and have been working with medical professionals since 2008. Coaching clients out from underneath their mountain of debt into strong financial families has been an incredible joy.”