YOU CARE FOR OTHERS, LET US CARE FOR YOU.
After spending years getting an education, you continue to work hard to provide care for others. Let the experts at Financial Care Associates take care of you. We offer holistic financial services for physicians and dentists that address your unique needs in planning for the future.
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
NERVOUS SYSTEM
FINANCIAL PLANNER
A financial plan, like your central nervous system, helps to regulate the many facets of your financial life and help them work smoothly and in sync with each other.
MUSCULAR SYSTEM
FINANCIAL PLAN
A financial plan provides a solid foundation and structure for your future, similar to your muscular system. In creating this plan, we can design it to know what your goals are and help you to achieve them.
DIGESTIVE SYSTEM
BUDGETING + CASH FLOW
Understanding what you are putting into your financial plan will help determine what you get out of it. We will review your income and expenses to see how much you can put towards your financial goals.
CIRCULATORY SYSTEM
INVESTMENTS
Investments are at the heart of your financial plan; without them, you may be living paycheck to paycheck, and less of your money may be working for you. In retirement, it's vital to keep your investments healthy, so that they can help to generate the income you need to help you live the life you want to live. We can help design an investment plan based on your objectives, financial situation and risk tolerance, and assist with risk management strategies.*
*Investing involves risks. The value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Both past performance and yields are not a reliable indicator of current and future results.
RENAL SYSTEM
DEBT MANAGEMENT SOLUTIONS
Just like your kidneys keep your electrolytes in check, a good debt management plan can help keep your financial life in check. We’ll help you strike a good balance between good debt compared to your income.
IMMUNE SYSTEM
INSURANCE
Like the immune system, insurance protects you and those you love from both the expected and unexpected events in life. Although we don’t sell insurance, we will do an in-depth review of what coverage will protect you, giving you a plan for peace of mind.
INTEGUMENTARY SYSTEM
ESTATE PLANNING STRATEGIES
As the largest organ, your skin is the protector of your body. Similarly, estate planning will help you protect the money you earn. As a physician, you understand that it is crucial to have a layer of defense. An estate will protect your burgeoning wealth from the outside world.*
*Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give tax or legal advice. Consult you own personal attorney, legal or tax counsel for advice on specific legal and tax matters. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
REPRODUCTIVE SYSTEM
COLLEGE SAVINGS
If you have children, then you are probably worried about planning for the cost of education. If anyone knows the price tag of obtaining an education, you do. We can help you prepare by forecasting the cost of rising tuition and setting up the proper accounts to plan for the financial future.
FOR MORE INFORMATION ABOUT OUR FIRM AND THE SERVICES WE OFFER, SEND US AN EMAIL OR CALL OUR OFFICES. WE WOULD WELCOME THE OPPORTUNITY TO SPEAK WITH YOU.