As a resident or fellow, you have invested a considerable amount of time and money into your career. With an already demanding schedule, it can be overwhelming navigating constantly changing financial markets to ensure you’re making the best decisions. Mounting student loans, employment contracts, creating a budget and savings plan, obtaining proper insurance, and getting your life started upon graduation can be extremely stressful. The decisions you make today will affect your lifestyle 10 to 30 years from now. As your advisor and fiduciary, we would be honored to work with you to relieve this burden so you can focus on what you do best, practicing medicine.
After completing residency, your finances become even more complicated. Today’s world is filled with propaganda being pushed through various online and mainstream media platforms to exploit professionals like you who are just looking for help. It’s difficult to feel comfortable about or trust any of the advice you may be receiving. We’ve witnessed the highest occurrence of mistakes being made due to financial institutions and professionals making recommendations without the client’s best interests in mind. Whether it be figuring out the appropriate wealth accumulation plan, starting up a new practice, succession planning, determining ways to limit taxes or maximize retirement distributions, we want to be there with you every step of the way.