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The value of a coordinated approach to investment management

January 07, 2022

As a physician, you understand the value of taking a holistic view of your patients’ health to not only diagnose problems, but also to identify and mitigate risk factors. Do you apply the same approach to your own financial well-being?

Like many medical professionals, you may work with multiple advisors, including mortgage bankers, insurance and securities brokers, accountants, and estate planning attorneys. But without oversight from a single point of contact who synthesizes the advice you receive, decisions are often made on an ad-hoc basis. This increases risk, as you may have different professionals advising conflicting objectives or overlapping asset allocations. That can seriously hinder your ability to reach critical milestones.

Working with a financial professional experienced in serving as a “financial quarterback” for doctors can help. As your single point of contact, your quarterback ensures that the guidance you get from all professionals is aligned, and that strategies are fully integrated. This saves you valuable time while providing a holistic view of your finances.

That’s critical for anticipating the right opportunities, identifying conflicting strategies, and developing sophisticated risk management solutions for retirement, investment, tax,* insurance, and estate planning.

If you’d like to discuss your options with someone who specializes in being a financial quarterback for doctors, give the office a call to schedule a no-cost business ownership consultation.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor.