Broker Check

For Physicians

The environment physicians perform in today is more demanding than ever. The extent of transformation the medical industry has experienced is remarkable. But have financial professionals adapted to these changing times? The medical professionals I work with are limited on time. In an effort to accommodate them better, I have altered my practice based on received feedback. I have created a better suited model by using a more efficient approach as following:

  • An app on your phone or iPad aggregating your financial life that allows you to see everything I manage, as well as your banking, student loans, retirement plan through your employer, and any other online financial information—all updated every night from your phone.
  • Faster, 15-minute review calls instead of in person, long drawn out meetings wasting your most valuable asset, your time.
  • Next day responses to emails or questions with answers to any questions that come up.
  • All proposals include both in depth and summary analyses for you to review that include the positives and negatives of each recommendation.
  • Transparent, fee based investment management that allows you to be flexible with your investment choices and know exactly what you are paying for the services I provide.
  • An analysis of your education debt and a plan to address it that is catered to your financial picture.