Experience the Difference

We have dedicated our lives to helping physicians.  Our job is to be your financial advocate throughout your career.


We Understand Your Need for... 

  • Comprehensive                                                                                                                                                                                 From your first child to your first home to retirement, we will be there for you when you have a financial need. We will help you reach your financial goals and be there to ease your concerns. Have a question? Call us. We are your financial advocate.
  • Knowledge of International Residency:
    Many of our clients have strong international ties, visas and green cards. Rest assured, we thoroughly understand these situations, how they impact your financial options and have the ability to present you with tailored solutions.
     
  • Expertise:
    Take a breath and relax. We understand busy physician schedules. When you have completed your planning, you will have more time to focus on what’s important to you, feel less stressed about your finances and comfortable knowing you have a solid financial plan in place.
     
  • Multi-State Licensed:
    We have clients in various states. Licenses and registrations vary by representative. Please contact this office for further information. We will provide you with all the support you need here and in various parts of the country.


Attending Physicians...

We are here to:

  • Provide you with unbiased financial guidance s an independent firm
  • Compliment your existing financial strategies
  • Help you create an overall financial strategy
  • Execute your decisions and take action
  • Organize your financial life

Common areas of concern:

  • Between my family and work, I don't have the time needed to focus on my financial goals
  • I haven't looked at my insurance policies since residency.  Are they still adequate?
  • Am I on track to retire?  How much do I need to save?
  • Taxes are killing me.  What can I do to lower my taxes?  What is tax diversification?
  • If something happens to me, are my family and practice protected?

These are the types of questions we help practicing physicians with every day.  If you have similar questions, give us a call.


Residents & Fellows...

We are here to:

  • Educate you on your options so you can make decisions that are right for you
  • Provide you with unbiased financial guidance
  • Be a resource to help you execute your decisions and take action
  • Specialize in the needs of residents and fellows

Common Areas of Concern:

  • How and when should I begin paying off my student loans?
  • I'm getting offer letters from employers.  What questions do I need to ask?
  • What is disability insurance and do I need my own policy?
  • Should I sign up for my 403(b) or fund a Roth IRA?
  • I'm getting married soon.  How do we put a family budget together?  Do we need life insurance?
  • I am an international resident on a visa.  My country's financial system is different.  Where do I start?  

These are the types of questions we help practicing physicians with every day.  If you have similar questions, give us a call.          

 

Disclaimer:
Registered Representative. Securities offered through Cambridge Investment Research, Inc.,  a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and BattDouglas are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IN, MO, NY, OH, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not provide tax advice."

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