No two medical professionals are alike. We understand that every individual comes with their own financial background, roadblocks, and needs. That is why we work with you as you finish your training, enter your career in medicine, and even plan your retirement. We’ve got over 50 years of expertise to help you eliminate financial worry and strengthen the foundation from which you build your life and profession.
From daily financial decision-making to long term goals, we’ll work with you to build a comprehensive financial plan that addresses the needs of your practice and personal life.
If you are a dentist or a physician, it is likely you have student loans. Put that debt behind you with our experience of helping hundreds of doctors through their unique circumstances. We’ll help you decide if Public Student Loan Forgiveness, refinancing, consolidation or other options are right for you.
For life after your career, we help you compose a financial plan that will allow you and your loved ones to live comfortably in retirement.
Turn practice wealth into personal wealth. We'll help you navigate 401k, Supplemental Insurance, Debt Refinancing, Entity Structure and Strategic Planning, to take care of your employees and the health of your practice.
As your financial experts and advisors specializing in the medical industry, we are highly accessible to ensure that you receive assistance when you need it, throughout every stage of your medical career. And we think that makes us remarkable.
When it comes to financial planning and investments, you need someone who understands the unique challenges you face throughout the different stages of your medical career. We are your dedicated financial partner. With over 50 years of experience working with doctors, we’ll help you make smart decisions throughout your entire career in order to grow and preserve your hard-earned wealth.
While you are busy taking care of patients, we take care of you. We are highly accessible and offer convenient financial planning services that will give you the time and strategic structure you need to help plan your financial wellbeing for the future. We value your time, and when you are in need of urgent financial guidance we give you the personal attention you deserve.
All of your financial decisions matter to us, so we offer a comprehensive approach that allows you to grow your wealth personally and professionally. From selecting the right insurance, to buying a house, we know every financial decision makes up your big picture.
As a healthcare professional, you are no stranger to helping those in need. We recognize that selfless dedication and have partnered with Bless Back Worldwide, establishing the Go to Grow Scholarship. We are proud to offer you the opportunity to make a difference in the lives of impoverished citizens in Haiti and Nicaragua.
We help you so you can be at your best to help others. Many medical professionals enter the working world woefully underprepared to manage the financial side of their practice. We believe in educating our clients so that they can achieve the highest form of success in their personal and professional pursuits.
Ready to expand your financial knowledge? We’ve compiled a library full of resources hand-selected to help you navigate your financial health and well-being. Here you will find blogs covering the latest pro-tips and financial trends, podcasts addressing common financial concerns in the medical industry, how-to videos, and more.
On each episode of the White Coat Wellness podcast, Will Koster, CFP® drops some money wisdom for our listeners in a segment conveniently ...
Guest Blog By: Kevin Mosser, MD 37 years ago, in 1982, I completed my residency training in the specialty then called Family Practice. As ...