Physicians have unique financial needs and challenges, such as lengthy education and shorter earning years, potentially starting out with larger debt, delaying investing and losing compound interest benefits, and irregular hours.
Today’s graduating medical student assumes an average of over $180,000 of student loan debt and has little time for personal affairs. To protect this substantial investment, disability insurance is usually purchased during residency or a fellowship.
The typical day to day demands for a physician come from every direction – patient care, compliance, medical records, and insurance just to name a few. Personal financial matters can easily get brushed aside or delayed.
We help to bring confidence, clarity, and simplification to their lives.
We know time is limited and that quality is important. Our concierge customer service approach and integrated planning methodology is focused on the physician’s financial lifecycle.
Our goal is to provide the sound financial guidance you seek, so you can focus more on what you do best – caring for your patients.
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.
