Healthcare Professionals

Contrary to popular belief, not all physicians experience financial security. From costly professional expenses and a high amount of debt, to managing large sums of money, those in health care face financial challenges just like anyone else. On top of the daily stressors that come with the profession, this can take a toll on their mental health.

That is why it’s important to work with professionals who understand the common financial challenges physicians encounter throughout their careers:

• Insurance needs (life, disability, business, etc.)
• The best ways to manage student loans and other debt.
• Growing an independent practice.

As a current or retired physician, you have the ability to refine your retirement strategy so it is relevant to you. Let Ross guide you through with thoughtful leadership and physician-specific advice.

As a healthcare professional, you’re used to putting other people’s needs in front of your own. Whether you work in a hospital, nursing home, urgent care center, doctor’s office, or another facility, you spend long hours taking care of others. 

The demands of your job may cause you to put your personal needs, including financial planning, on the back burner. Since your finances can have a significant impact on your current life and future, it’s essential that you prioritize them. By doing so, you can relieve unnecessary stress and lead the happy, fulfilling life you deserve. Here's how we can help:

• Manage debt from school, advanced degrees, or certification courses.
• Leverage your income to pursue your financial goals
• Help plan for your own family's healthcare needs (long-term care, insurance, estate planning, etc).

As a current or retired healthcare worker, you have the ability to refine your retirement strategy so it is relevant to you. Let Ross guide you through with thoughtful leadership and healthcare-specific advice.