Break Through the Jargon

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We guide you through complex financial matters by developing a comprehensive financial plan focused on these key areas.

 

STUDENT LOANS

ASSET PROTECTION

INVESTMENTS

RETIREMENT PLANNING

HOME BUYING ANALYSIS

CONTRACT REVIEW

RISK MANAGEMENT

CONCIERGE SERVICE

 

FOR

RESIDENTS AND FELLOWS

FOR

PRACTICING PHYSICIANS


Doctor's COncerns

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Student Loans

We create a summarized plan that shows all of your options for loan forgiveness, forbearance, refinancing, minimum payments, or accelerated debt pay downs.

Asset Protection

As physicians you are a target for lawsuits. You can take steps to protect your assets and income from frivolous lawsuits.

Investments

Physicians appreciate our transparent, proven, and scientific approach to investing. We use low Dimensional Fund Advisor funds to create diversified portfolios customized to your situation.

Retirement Planning

Physicians have challenges unique to your occupation: you start saving later and you want to retire earlier so it is possible you could be retired for 20 to 30 years. We help you develop a plan so you don’t have to worry about money.

Home Buying Analysis

Buying a home can be complicated when you consider all of the many options available to you.  We help physicians evaluate the lender options that are best for their situation.

Contract Analysis

We help physicians understand their contracts and avoid the common landmines. Many of our clients have negotiated $5,000 to $25,000 dollars more in extra pay or bonuses using our guidance.


Case Studies

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