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