Financial Planning for Medical Students & Residents
As a medical student or resident, it’s never too early to start planning for your financial future. We’ll help you make the right decisions early on, so that you can relax and enjoy the benefits of a career in medicine.
Debt Planning & Repayment
It is common for medical students to take on debt throughout their studies. We’ll help you find ways to pay down this debt as efficiently as possible.
We can also help you plan for upcoming purchases – such as buying your first home.
Financial Planning for the Future
As a physician, you will earn a significant income – but may have a large amount of student debt as well. Through proactive financial planning, we’ll help you navigate the ups and downs.
Risk Management
As a high income earner, it is important to properly protect your income in the case you are unable to work due to illness or injury.
Let us help you get the right insurance in place to protect yourself from uncertainty.
Medical Students & Residents Offer
Now is the best time to get disability insurance.
A career in medicine can be demanding and high-risk. As a student, you have the power to protect yourself today by applying through the Medical Student Offer.
This special disability coverage was designed specifically for medical students, and it can protect you from loss of income due to an injury, disability, or any other unforeseen medical condition.
To get the best perks and benefits, we recommend signing up as early as your first year of medical school. However, it’s not too late to apply if you’re in residency.
Apply Online Today
Interested in this offer? We are happy to help you fill out and submit your application at no additional cost to you.
Why Work with Us?
Specialist advice for medical professionals.
From students to retirees, we’ve helped hundreds of medical professionals make excellent financial decisions for their future.
Hands-on, personalized service.
We are here to listen, understand your needs, and provide tailored guidance for your situation.
Support and stability.
We know that a career in medicine can come with difficult financial transitions – we’re here to help you navigate the ups, limit the downs, and grow your wealth.
Knowledge Base & Resources
Check out our collection of helpful articles and resources for medical students and residents.
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Protect Your Income with Disability Insurance
Your ability to earn an income, in your specific health profession, is probably your most valuable asset. More valuable over the long term than your home or certainly your car – two big items we always insure. You invested years of study and tens of thousands of dollars in your earning potential, and that’s something…
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Getting Comfortable With Your Money
MONEY IS NOT ABOUT GETTING RICH, IT’S ABOUT BECOMING HAPPY Financial decisions are really just life decisions. Like choosing a career, buying a house, getting married, having children, starting a business. Thinking like this helps you decide what it is you really want to accomplish and what will make you happy and fulfilled. It’s also…