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