Why Medical Professionals?

 

As our firm has grown we have started focusing on parts of our business that we enjoy working with the most.  Medical professionals often times start their career in a very unique situation with extremely high levels of debt, not a lot of free time and high income.  We have tailored a financial plan to fit this unique career field starting with an affordable options for residents on a budget but with a need for quality financial advice.   

Everything in one place

Our meetings are interactive and we use cutting edge financial planning software to show you how the decisions you make today will affect your family in the years to come. 

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Foundational 

Planning for Residents & Fellows

  • Net Worth Calculation

  • Credit Score Check

  • Retirement Saving Rates

  • STUDENT LOANS

  • Debt Management

  • Financial Goals

  • Employer Benefits

  • Tax Breaks 

  • Life Insurance & Disability

  • Estate Planning

  • Beneficiary Reviews

Advanced

Planning for 

In-Practice

  • Net Worth Calculation

  • Credit Score Check

  • Retirement Saving Rates

  • STUDENT LOANS

  • Debt Management

  • Financial Goals

  • Employer Benefits

  • Tax Breaks 

  • Life Insurance & Disability

  • Estate Planning

  • Beneficiary Reviews

  • Retirement Planning

  • Income Strategies

  • Long Term Care

  • Social Security Strategies