Over 30% of our clients are physicians, so we have expertise in solving your unique challenges.
Key issues we help physicians with include:
- Minimizing your tax burden
- Consulting on cash flow and debt management, including student loans
- Saving for ever-rising college costs
- Managing investments in an evidence-based manner
- Evaluating insurance needs in an unbiased manner (we don’t sell insurance)
- Analyzing employed vs. locums work
- Coordinating with your CPA, attorney, and other advisors
- Leaving finances to us so you can focus on family and career
We know how hard you've worked to become a successful physician, and how busy and stressful the job can be. Our mission is to take the worry off your plate and give you confidence in your financial future.