Video

Why We Work with Physicians

Glenn, our Founder and Financial Advisor, shares his story on the reason he started a financial advising company and decided to work with physicians who have made lots of sacrifices.

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Efficiency

Statistics show that the majority of Doctors fail to make the most of their monetary gain from years of sacrifice

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Wealth Advice

86% of all Doctors in North America have not built up enough savings to comfortably retire by age 65

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Financial Confidence

Doctors who self manage their financial situations have 290% less wealth over a 15 year period than those who work with an advisor

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Financial Literacy Resource

Please enjoy our carefully selected videos and articles, designed to help you increase your Financial Literacy!

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Peace of Mind

An average Industry Worker has more wealth, financial confidence and peace of mind than the average Doctor despite having 1/3 of their income up to age 55.

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Why We Work with Physicians