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whitecoatwealthadvisors.com

Financial Advising for the Medical Community

We serve only physicians because it is our passion. We understand your wants and needs as a physician when it comes to financial planning.

http://www.whitecoatwealthadvisors.com/

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We serve only physicians because it is our passion. We understand your wants and needs as a physician when it comes to financial planning.
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Financial Advising for the Medical Community | whitecoatwealthadvisors.com Reviews

https://whitecoatwealthadvisors.com

We serve only physicians because it is our passion. We understand your wants and needs as a physician when it comes to financial planning.

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1

Team | White Coat Wealth Advisors

http://www.whitecoatwealthadvisors.com/team

Our sole purpose is to educate and inspire new and established physicians; to help them protect, preserve, and grow everything they have worked so hard to achieve. They can then have an unwavering feeling of financial peace of mind. Click to read more. Donny Beattie, CFP. Click to read more. Check the background of your financial professional on FINRA's BrokerCheck. Securities products and advisory services offered through Park Avenue Securities LLC. PAS), member FINRA. Guardian), New York, NY. White...

2

Financial Planning Benefits for Physicians

http://www.whitecoatwealthadvisors.com/p/what-you-will-learn

What You Will Learn. We designed this website with one thing in mind.YOU. The objective is to provide a Powerful, Educational and Entertaining resource about money and planning that you need to know, no matter what stage of medicine you are at; in training, transitioning to practice or an attending. As you navigate through our site, we promise you will learn three things:. You'll be educated on what we believe is the right order to financial planning. How to cut through all of the clutter and gain clarity.

3

We serve young physicians, residents, and fellows.

http://www.whitecoatwealthadvisors.com/p/our-clients

We work with physicians.that's it! However, not all physicians are the right fit for our process. . Like with medicine, our business is a relationship business. We have four simple criteria for working with physicians who believe that we can help them:. 1) Committed to themself, their family and their practice. 2) Driven by success and fulfillment. 3) Willing to learn and challenge the status-quo. 4) Genuinely good people to spend time with. White Coat' clients are exclusively physicians:.

4

Life Insurance for Physicians

http://www.whitecoatwealthadvisors.com/p/education-center-life-insurance

Protecting Your Life with Life Insurance. We often get the question of. How much life insurance do you think we need? 160; In our opinion, the word. Should be eliminated from all financial planning conversations. Money for retirement.  We could all live off of social security checks and our kids for a while.  They lived off of us for long enough, so it's time for them to pay us back! 160;  We don't. Money to spend and enjoy in retirement.  We. If you're in your 20's, multiply your income times 30. So som...

5

Financial Planning for Residents and Fellows

http://www.whitecoatwealthadvisors.com/p/common-questions-residents-and-fellows

Should I even begin planning while in training? As the old Chinese Proverb says, "The best time to plant a tree was 20 years ago.  The second best time is now! 160;During training most are not exactly flush with cash.  However we have found that with solid cash flow management and adhering to a strict budget, most residents and fellows can identify opportunities to save, invest or even start paying off student loans! Should I work with a Planner? 160;This is precisely what your expectation should be of t...

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Financial Representatives

http://www.fosterklima.com/p/financial-representatives-team

Our team prides itself on our highest level of integrity, an affinity for continuing education, and a strong desire to help our clients meet their financial goals and security. Josh is the owner of Josh Arnold and Associates, INC and has been employed by Foster Klima and Company since October, 2000. Click to read more. Click to read more. Click to read more. Donny Beattie, CFP. Click to read more. Click to read more. Jim has been a Field Representative with Foster Klima and Company of Fargo and Guardian ...

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Do you have a sound financial plan when it comes to. Being an uncommon 2% wage earner? Who do you turn to? Who do you trust when. You're making important financial decisions? You're faced with major life obstacles? Are you protecting what matters most in your life? YOUYOUR Family.YOUR practice. You Know Medicine. We Know Money. 8220;At White Coat, we aim to protect, preserve, and build on everything our physician clients have worked so hard to achieve,”. Joe Barwick, states. The end result? Alternative I...

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