Protect Your Income, Build Your Savings, Optimize Your Investments | Financial Advisor to Medical Professionals and Practice Owners
Are you a PA, NP, or Medical Professional thinking about working with a Financial Advisor? Our team has capacity to onboard 7-10 more clients by the end of the year. Here is what we will cover: 1) Review of employee benefits, insurances, and threats that could disrupt your income 2) A cashflow/budget review and a plan to become a World Class Saver 3) Guidance on where to invest from a stocks/bonds and tax standpoint 4) A plan on managing debt and loans. Remember it's a marathon not a sprint when it comes to these steps. #physicianassistant #nursepractitioner #medicalprofessionals #MedProFinancials
