The Dr Team

Advisor Shopping

ADVISOR SHOPPING

Get a checklist of what to look for

Here are a few things our advisors offer:

Our accredited financial professionals deliver on-site financial education lectures at training hospitals, medical and dental schools, private practices, and annual retreats across the country.
Speakers include Certified Public Accountants, practice consultants, and Certified Financial Planners™.
All speakers have lectured and worked extensively with physicians and are able to directly address the specific financial issues facing today’s practicing and in-training physicians.
You may choose from a variety of financial topics including debt management, tax planning, contract negotiation, insurance, and retirement planning.
Program lengths vary from as little as 15 minutes to one hour.

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.