Since 1999 we have been helping physicians and other medical professionals plan for their future. We design planning strategies uniquely tailored to the needs of doctors because we understand the challenges they face and the solutions that can help them gain confidence in the road ahead.
Medical professionals often struggle with unique financial challenges. The cost of education is extremely high, meaning most enter their profession with a sizable amount of debt and a negative net worth. You may be highly compensated once you finish your training, but how will you balance student debt repayments with contributions to your retirement accounts? And how can you maximize the advantage of tax deferred savings and other wealth accumulation strategies while minimizing income taxes?
We help medical professionals navigate these financial challenges throughout their careers. Rather than spend their time mastering the finer points of personal finance, our guidance can provide more time to pursue other passions or hobbies and enjoy their families.
Do you have a coordinated investment strategy? How are your investments performing? Are you paying unnecessary hidden commissions and fees? For our investment philosophy click here.
Have you created a budget? Is it working for you? Are your saving/spending targets realistic and in line with your goals? Do you have a plan for eliminating debt? How do you prioritize debt? How do you finance a wedding, vacation home, or large purchase? Should you buy or lease a home or car? When should you consider refinancing?
When should you hire other advisors? When should you get a second opinion? Are your advisors working together on your behalf? Who is the quarterback of your financial team? Who is holding you accountable?
Our Initial Discovery Phone Calls are complimentary and provide the opportunity to get acquainted, discuss your questions, concerns, objectives and current situation and determine if our team and your pursuits are the right fit.