A 457b plan is a tax advantaged retirement plan similar to a 401k or 403b, but the 457b plan has . . .
Read MoreFinancial Planning for Physicians and Young Professionals
Helping you achieve your financial goals so you can focus on the most important things in your life.
STUDENT LOAN PLANNING
Guidance navigating your unique student loan scenario. Help with PSLF, income-driven repayment plans, consolidation, or private loans. We will build a loan payment strategy that fits your goals.
INVESTMENT MANAGEMENT
Investment management with low-cost, diversified portfolios through TD Ameritrade and investment guidance for directly managed accounts like 401ks, 403bs, 457bs, and more.
TAX PLANNING
Optimized tax planning strategies to help you keep more of what you’ve earned. Guidance on defined benefit plans, backdoor Roth IRAs and more advanced tax strategies.
INSURANCE GUIDANCE
You’ve worked hard to get where you are, let’s make sure your assets and income are protected. Advice on Disability, Term Life, Umbrella coverage and more.
RETIREMENT PLANNING
Helping you achieve your retirement and financial independence goals while balancing achieving your goals for today. Utilizing tax-efficient investment strategies to help you keep more of what’s yours.
ESTATE PLANNING
Financial planning involves preparing for your financial future and for those you care about the most. We include Estate Planning for every client because it’s just that important.
As a fee-only CERTIFIED FINANCIAL PLANNER™ based in Upper Arlington, Ohio, we provide Comprehensive Financial Planning to physicians and busy professionals, helping you achieve your financial goals so that you can focus on the things that are most important to you.
A 457b plan is a tax advantaged retirement plan similar to a 401k or 403b, but the 457b plan has . . .
Read MoreStudent loans, federal student loan forgiveness, and Public Service Loan Forgiveness are all hot topics these days, especially if you . . .
Read MoreWhy Disability Insurance is Important: Protecting Your Greatest Asset. As a physician one of your greatest assets is your ability . . .
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