Financial Planning for Doctors

We’re Fiduciaries: The Financial Version of the Hippocratic Oath

Often times, medical professionals make the mistake of handling their own money. You might read Money magazine and really enjoy managing your money, but that would be like me doing a colonoscopy on my wife, because I enjoy it and I read some medical journals. Isn’t your wealth, and your retirement too valuable to leave to chance? The truth is a retirement plan is much more than managing money. We take a holistic approach to your financial health by combining wealth management, retirement planning, tax strategies, and legacy building. Your personal needs and goals always come first. Period.

Does This Sound Like You?
  • “My workday demands more time than I have available”

  • “It’s hard enough to focus on my current financial situation, let alone the future”
  • “I have no idea how tax laws will impact my family’s financial well-being”

Download Your FREE Worksheet (My Financial I’s and O’s) & eBook

FIO Would you like to maintain your desired lifestyle with confidence, control, and ease? The best way to get there is to begin with a sense of where you are now. Download this FREE worksheet, “My Financial I’s and O’s” created by Dr. Vicki Rackner of the Doctors Academy of Economics (also the author of The Myth of the Rich Doctor) to help go through the process of assessing exactly how money flows in and out of your life.

legacy building wealth management While many medical professionals are in-tune with their own personal health and the health of their patients, they sometimes tend to neglect the state of their own financial health. Download this free eBook, The Myth of the Rich Doctor to read Jim’s foreword and afterword to learn more about his connection to the medical industry, and how he likes to assist medical professionals with their investing and retirement strategies.

Get Started Today and Take Control of Your Financial Health





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