Physicians
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.