Fee-Based Financial Planning

Do you have as much confidence in your financial plan as you have in your medical specialty?

By the time a physician starts in practice, he or she will have dedicated at least 11 years of post high school education to their chosen specialty. With this sort of commitment, there is limited time to evaluate, understand and gain confidence in financial management.

At BPG, we understand the culture of medicine, the motivations of physicians and the financial constraints prompted by long years of medical school, residency and fellowship.
 
Our advisors can assist you in articulating and organizing your financial objectives. Together, we will develop an action plan that will align the dollars that you make, the assets that you have and the insurance that you carry in a coordinated, efficient program. Each piece of this program will work together to validate and strengthen the others.
 
We can work on an hourly rate or on a project based cost. We also have reduced, comprehensive planning arrangements for residents and fellows.

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Receive the specialized care you deserve as a healthcare professional and medical practice.