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].
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
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.
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.
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.