No two physicians or dentists 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, and even plan your retirement. We have over 65 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.
Retirement Planning is one tier of our financial planning services. 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.
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 or dental 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, holistic approach to financial planning 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. There’s no time like the present to start planning your financial future.
Many financial planning firms provide capable analysis but leave the implementation to you. Others focus on offering products or investments without fiduciary advice. Our Prosperous Doc Unique Advantage is the seamless integration of holistic planning, thoughtful strategy, and impeccable execution.
All designed to save you time and simplify your life.
We need to understand where you are before we recommend where you should go.
We dive in to assess your progress to-date and provide observations based on years of experience working with physicians and dentists.
Following your approval, our team helps put the recommendations into action.
But the work is only just beginning. We carefully monitor your results alongside any external factors. And the process repeats!
We help you so you can be at your best to help others. Many medical and dental 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. Here you will find a library full of free resources to help you navigate your financial health and well-being.
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