For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. Over the years, I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice. I have had the privilege of being a recognized and frequent speaker at residency programs in California, Nevada, & Arizona, which allows me to stay current on all of the challenges facing physicians.Financial Plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a thorough initial meeting to assess your goals and needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is then implemented and risk management analysis is performed. After the preliminary planning, ongoing monitoring is recommended to keep up with changing market conditions, tax code, and your personal situation.
A medical professional's career is defined by transformation, adversity, and achievements. In a matter of years your income surges and your capacity to start passionately chasing personal ambitions and financial objectives becomes more of a reality. Nevertheless, this position is the beginning of a vigorous journey which consists of years of long work hours, mediocre compensation, and possible growing student loans. The ability to become financially free does not happen overnight – it takes patience, consistent determination, and methodical steps. This is the reason why financial planning for medical professionals, and even financial planning for medical residents, is key. Working with a seasoned advisor who specializes in financial planning for medical professionals can help make the process much less difficult.
After working with hundreds of medical professionals, we know you want a financial plan that gives you more freedom. The amount of time it takes to research, craft, & implement a comprehensive financial plan is overwhelming. At NWF Advisory, we help medical professionals and their families define their financial objectives. Then, we take a hands on approach to make sure these goals are achieved ahead of schedule.
Value Based Investments
Risk Tolerance Assessment
Goals, Time Frames, & Portfolio Design
Ongoing Portfolio Supervision & Rebalancing
Financial Objective Evaluation & Guidance
Cash Flow Review
Social Security Evaluation
Medicare & Private Healthcare Planning
Pension Plan & Employee Benefits Evaluation
Comprehensive Retirement Plan Revision
Guidance with Federal & Private Student Loans
Custom Loan Analysis & Road Map for Repayment
Student Loan Forgiveness Options
Income-Driven Repayment Plans