PERSONALIZED FINANCIAL SERVICES FOR PHYSICIANS

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7 Secrets to Financial Independence

 The Financial Resource for Physicians

Physicians are working harder to make less.  They are exposed to increasingly aggressive plaintiffs’ attorneys, diminishing returns from health insurers, and mounting demands from bottom-line oriented hospital administrators.  Because of the time constraints they work under, physicians frequently do not have adequate time to assure that their financial health is protected.

With an appropriate financial plan, physicians can rest assured that their income and assets are protected, and that their financial goals will be met.

Physicians simply do not have time to educate themselves about the intricacies of tax planning or asset protection.  Physicians frequently fall prey to commissioned salespeople eager to sell products, who do not have their best interests at heart.  Because of the rapidly evolving health care environment and physician advisors’ general lack of knowledge about the specific problems of physicians, the financial health of physicians is rarely as good as it should be or could be.

Physicians need a trusted advisor with all relevant information about them.  In this way, a holistic approach to their financial health can give physicians peace of mind and allow them to focus on the practice of medicine.  I have served as a trusted advisor to physicians since 1992.

I am a fee-only financial planner concentrating on assuring the financial health of physicians.  My background as an attorney for physicians, with a Masters in the Laws of Taxation and certification as an Accredited Investment Fiduciary^® gives me a unique depth of experience and training in the issues faced by physicians.  I meet extensively with each physician to understand his or her individual situation, and review insurance, taxes, estate planning, and investments on a holistic basis.