what we do
Medical Advisors Group helps our clients manage their debt while helping them invest in a brighter future. Investing can allow our client to build wealth through a diversified portfolio while helping to meet their loan and tax obligations.
Strategic Investing for Medical Professionals
Medical professionals have unique financial needs when it comes to investing. Medical Advisors Group aims to help create financial plans that take those specific needs into account.
Veterinarians, dentists, and physicians can have high student loans balances and this may complicate their financial planning and wealth management. They may also take on debt to start or buy into a practice. We can help you review your options and develop a strategy for managing your debt while investing for retirement and other goals.
In many circumstances, doctors feel like they do not have much money to invest since they are paying so much each month on their loans and normal bills. This is particularly true with recent medical school graduates that may be subject to inflated interest rates and graduate school costs.
Depending on your risk profile, income, marital status and other factors, we can help you develop a plan to help manage debt and a saving and investment strategy. Of course, there are no guarantees with market linked investments (stock, bonds, mutual funds etc.) and doctors should carefully evaluate all of their options before electing a specific loan repayment strategy.
At MAG, we can help you explore all your repayment options to make sure you are doing what is ideal for you and your family. Every doctor’s situation is unique and there is no blanket solution that works for everyone. In our experience, many doctors do not take the time to really understand the pros and cons of each repayment option. We can answer all of your questions and save you a ton of time so that you can focus on what is most important – your family, your patients, and your business. Otherwise, you might spend all weekend trying to read up on the various options, only to feel more overwhelmed and confused than when you began doing research.
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