Medical Doctors Journey
As a medical doctor, you have a long career journey and a late start to your earning potential. You provide your services through your own private, owner operated small business or to public health agencies, hospitals, the military and other establishments such as universities, clinics or long-term care facilities. Financial planning has to be customized based on your situation.
Our team provides physician-focused advice to our medical doctor clients. Our specialization in the healthcare industry will help in designing a customized financial plan that will help you anticipate and prepare for the challenges and opportunities you'll face from graduation, to residency, into practice, and well into retirement. We help build a goal oriented investment portfolio that combines growth potential in line with your risk tolerance. With the industry knowledge, we are able to help our physician clients with advanced tax efficient wealth planning on all topics encompassing corporate and personal finance, integrating your wealth and financial goals with a comprehensive investment plan.
The program includes specials on:
