The Medical Mindset

When time is unavailable, debt is significant, and stress from long hours takes effect - it’s difficult to think about “finances”. You might be waiting on the year your salary significantly increases for you and your loved one’s “lifestyle” to change. Unfortunately, we know a pay increase without strategy doesn’t always solve the financial imbalance.

Imagine the relief of being able to view your entire financial picture in one central place. With the ability to model and address numerous financial scenarios you set out to achieve. You can continue saving other people’s lives - we’ll take care of you.

 

Get a financial MRI for a full analysis of the best action plan for you.


Strategies

  • Cash-flow Structure

  • Wealth Accumulation

  • Practice Ownership

  • Student Loan Repayment Plans

  • Medical Malpractice

  • Personal Asset Protection

  • Investment Planning

  • Retirement Planning

  • Tax Strategies

  • Charitable Planning

  • Estate Planning

  • Legacy Planning

Advanced Planning Lecture Series

Every year we travel throughout the United States to provide lecture programs for hospitals and groups at no cost. Strictly educational-based, we prepare seasoned physicians, residents, and fellows for their careers ahead.

 

Lecture Covers:

  • Financial Planning 101

  • Cash-flow Structure

  • Asset Protection

  • Wealth Accumulation

  • Student Loan Repayment Options

  • Tax Optimization

  • Contract Negotiations