Physicians

Key issues we help physicians with include:

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Minimizing your tax burden

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Consulting on cash flow and debt management, including student loans

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Saving for ever-rising college costs

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Managing investments in an evidence-based manner

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Evaluating insurance needs in an unbiased manner (we don’t sell insurance)

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Analyzing employed vs. locums work

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Coordinating with your CPA, attorney, and other advisors

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Leaving finances to us so you can focus on family and career

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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.