Doctor's COncerns

———

student loans1.png

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.

 

Retirement Planning

Doctors 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.

Asset Protection

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

 

Home Buying Analysis

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

Investments

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

 

Contract Analysis

We help doctors understand their contracts from a financial perspective. Many of our clients have negotiated $5,000 to $25,000 dollars more in extra pay or bonuses using our guidance.


Our Process

———

FOR

RESIDENTS AND

FELLOWS

residents-fellows-financial-advisor.jpg
 

FOR

PRACTICING

Doctors

practicing-doctor-financial-advisor.png