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A Bumpy First Quarter A Positive Year in Financial Markets Continued Strength Up, Up and Away

Webinar

Delve into topics such as investment strategy, debt management, long term savings, and risk management while viewing our webinar - Financial Strategies for Medical Professionals. This presentation allows you to get an introduction to planning structures at your own pace and at a time that is convenient for you. If you have any questions, please let us know via email – [email protected].

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Fee Transparency

At Finity Group, we value transparency and want you to know the way in which we may be compensated for the services we offer, and the products we recommend. You have a choice when it comes to seeking financial advice and have every right to understand the fee structure when working with an advisor and how your advisor is compensated. Follow the link below to see a breakdown of our fees for financial planning services

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Welcome to Finity Group, LLC

Finity is more than just a great name, it’s an always present reminder of what we’re in business to do. In every effort, Finity Group serves to provide its clients clear direction and reliable advice for all aspects of their financial world.


FINANCIAL CLARITYFINITY GROUP



As financial planners for doctors, Finity Group is aware of the unique financial challenges that physicians and other medical professionals face.  It doesn’t matter if you are a resident, fellow, in practice, or a practice owner.  At Finity Group, we are well versed in financial planning for physicians and dentists in all stages of their career.  

There are several factors that will differentiate a physician's financial plan from the average household.  A financial planner for doctors can help identify these factors.  Advisors at Finity Group review the unique challenges you face and coordinate with your CPA and attorney to develop a comprehensive strategy. 

  • For starters, due to the extensive training required, physicians delay starting to save for retirement compared to their peers that finish their undergrad degree and enter the workforce in their early 20's.  This usually ends up being a decade late start.  The result is that doctors have a need to save a larger percentage of their income relative to mainstream advice.
  • Physicians and dentists will find themselves in the top 5-10% of wage earners, paying higher tax rates, and running into tax challenges with regard to fully realizing credits, claiming deductions, and qualifying for popular tax saving opportunities.  Should an individual own or partner in a practice, integrating personal and business taxes presents an additional challenge.
  • Due to the nature of their occupation, physicians and dentists by default are at greater risk of being named in a frivolous lawsuit.  Needless to say, it is of utmost importance that doctors take steps to implement asset protection strategies within the scope of their financial plan.   
  • More often than not, doctors finish their training at around the same time they are buying their first house, starting to pay off student loans, getting married, and possibly covering the cost of childcare.  An experienced financial planner for doctors can help you navigate and prioritize these competing financial goals early in your career. 

Financial goals, the purpose of those goals, and steps you take to accomplish those goals are different for everyone.  Think of these as your financial plan's what, why, and how.  We believe that by focusing on your financial plan's why, the what  can be determined, and only then will you arrive at the how.  Financial goals without purpose are highly unlikely to be accomplished.  A similar relationship exists when financial decisions (how) are made without clear and measurable goals (what).  Think about the concept of cause and effect.  Purpose drives financial goals, which determines how you spend, save and invest money.  After we ensure an individual’s financial plan is thoughtfully aligned with their why, financial planners at Finity Group review and monitor your financial progress toward those goals, and hold you accountable along the way.  We give credence to the idea that your financial plan should be designed and formulated with the same care and effort as the credentials one has earned.  As financial planners for doctors, we specialize in understanding the unique financial challenges physicians face in every stage of their career.

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