Your Financial Guide from Residency through Retirement.
A sound financial game plan is comprehensive and tailored to your current and future needs.
We serve as your guides, navigating you through student loan management, protection planning, wealth management, retirement, and everything in between.
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Med Schools - Residency Programs
Academic medical centers and institutions strive to provide financial guidance and education to Students and House Staff. With an average student loan debt of $200,000* for graduating physicians there's no wonder why the 2nd leading cause of physician burnout is Finances.** Let Physician Planning Group serve as your financial education resource.
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Student Loan Strategies
Managing student loans can be stressful and confusing. We can help you devise a strategy to manage your debt through Income Driven Repayment Options, Public Service Loan Forgiveness (PSLF), and Refinancing. Your financial situation will change over time. Let us help you design a strategy that fits your situation today that offers flexibility for the future.
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Protection Planning
Protect those who matter most with an insurance plan that covers your needs. With your significant earning potential, you need a plan to protect your future income. We assess the different types of protection needed to secure your financial foundation. These include Disability Income, Life insurance; Personal liability, Homeowners, and Health Insurance.
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Financial Planning
A sound financial plan is one that’s comprehensive and addresses each one of your financial needs – from protection planning, to wealth management. We offer guidance for each stage of your career and personal life – from training, to retirement. Let us help you with this process, so you can free up time to do more of what you enjoy.
*AAMC Graduation Questionnaire data
**Medscape National Physician Burnout & Depression Report 2018.