Physicians and Dentists
We assist members of the medical community by designing specific strategies that fit their unique needs.
Through a comprehensive financial planning process, we will show you how to protect your income, your family and your career.
In our meetings, we will address the following areas:
- Custom Student Loan Analysis
- Discounted Resident and Fellow Insurance Contracts
- Goal Setting
- Cash Flow and Financial Planning to determine how to structure cash flow during your education years and into your practice careers to create a long term strategy that is most efficient based on your unique goals and situation.
- Review of hospital/group benefits.
- Connections to vetted resources of lenders, private practice coordinators, CPAs, attorneys and others to ensure you are working with a team of professionals.