Physician Financial Services

Physician Financial Services Disability Insurance We are a financial services firm specializing in income protection strategies & wealth accumulation strategies for physicians.

Through our team of experienced financial professionals, and our relationships
with allied professionals from other disciplines, we are able to help address all aspects of a physician's financial plan, including: asset protection analysis, risk management strategies, tax-efficient strategies, retirement and estate planning.

Should be another great conference!
09/15/2021

Should be another great conference!

Join us for the Physician Wellness and Financial Literacy Conference (WCICON22) in Phoenix on Feb. 9-12. Get educated and inspired while learning how to maximize wealth, decrease burnout, and increase your love for life and medicine. Registration for WCICON22 opens Sept. 14!

01/19/2019

Great podcast episode where Ryan Inman, MBA shares some great money tips for physicians. Definitely worth a listen!

04/14/2013

Interesting insights regarding one of golf's renowned majors.

01/18/2013

Think you’re too young to become disabled?

01/17/2013

By the end of 2013, only 36% of the US’s projected practicing doctors will have a practice ownership stake.

01/08/2013

Do you trust health information you find on social media channels?

12/27/2012

INFOGRAPHIC: The not so pretty picture of the Fiscal Cliff.

12/14/2012

Are you covered in the event you get sued?

12/13/2012

The complexities of some life insurance policies cause some financial advisors to avoid them.

12/13/2012

Leveraging the power of LinkedIn to drive business results.

Address

Woodbury, NY
11797

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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