Below, you’ll find the sponsors that have agreed to support this site. I only allow advertisers that I have either personally used or have carefully vetted to ensure they will do a great job should you choose to work with them. If you are interested in becoming a sponsor please contact me.
Lawrence B. Keller, CFP, CLU, ChFC, RHU, LUTCF has been in the insurance and financial services industry since 1990. Unlike medicine, which has a standardized path that physicians must take to gain the education, training and experience requirements necessary to obtain board certification, the insurance and financial services industry does not. Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely. While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.
Fox & Co. Wealth Management is a fiduciary, fee-only comprehensive financial planning firm. We are our clients’ first responders for everything financial. Johanna Fox Turner, a CPA and CFP with 38 years of experience and her partner, Michelle Neiswender, CFP, MBA, have teamed together to specialize in planning for the money issues physician deal with on a daily basis. We use flat fees only (no AUM) and 90%+ of our physician clients are virtual and located coast-to-coast. Our sister firm, Fox & Co, CPAs, is also a flat-fee firm, so you can have coordinated state-specific services. Set up a free initial consult, take a look at our fee schedule, and review our Basic Agenda to learn more.
Stephanie Pearson, MD, FACOG, brings the knowledge of a physician into the disability insurance market. Injured in the prime of her career, the Board Certified OB/GYN took an unexpected journey to becoming an advocate and advisor for physicians insurance. Today, she’s made it her mission to educate and empower her peers about the importance of protecting their most valuable asset — the ability to earn an income. Respectful of physician’s time and needs, she’s an expert on the basics and nuances of disability insurance for doctors.
If you’ve got six figures of med school loans, Travis from Student Loan Planner can show you how to eliminate student loans as a source of stress in life and how to save every dollar possible while paying them back.
Whether you’re trying to optimize Public Service Loan Forgiveness, decide if you should refinance, choose the right repayment plan, or figure out your tax filing status, he will listen to your concerns and solve them. Even better, you’ll save dozens of hours studying the student loan system that you can spend doing something more enjoyable.
Contract Diagnostics is the country’s only firm 100% dedicated to Physician Contract Reviews. Their proprietary review process focuses around educating their Physician clients on how to negotiate and ask for things, what specifically to ask for, and an overall view of the ‘deal’. Not a law firm, they provide overall ‘deal’ advice in a much more comprehensive manner than a traditional lawyer would. While their attorney’s review every contract, it is presented in a much different way based on your specific situation. Private Practice vs Hospital employed? Hospitalist vs Trauma Surgeon? California vs Florida…they are familiar with all the nuances of each specific situation and would love to help with yours. www.contractdiagnostics.com
Since 1993, Set For Life Insurance has been a national leader in helping thousands of physicians with their disability insurance needs. They have the largest portfolio of available exclusive discounts in the country. Set for Life also has the largest availability of unisex rates nationwide helping women save significantly. As independent brokers, they shop around and help compare plans to find the most suitable policy at the best available price. Jamie Fleischner,CLU, ChFC, LUTCF and President of Set for Life, is known for her responsive, knowledgeable, and down to earth manner when working with her clients. Jamie is a 4th generation Denver native, and enjoys spending time with her family, her dogs, traveling, running, hiking, and giving back to the community. She is a 1st degree blackbelt in Taekwondo.
If you are interested in being a Silver Sponsor please contact me.