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

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRASIPC,a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License# 0I59024.

 

Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.  All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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225 Avenue I, Suite 201

Redondo Beach, CA 90277

Contact: (310) 792-2424

Email: John@APSadvisor.com

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