INVESTMENTS

Our investment advisors have many years experience at the top firms.  They can provide access to the best fund families, individual stocks, managed money accounts, robo advisors, 401(k)’s, IRA’s, Roths, pension plans among many other options to optimize your savings growth and security.

After the Living Balance Sheet is set up our Investment Advisors will know exactly how to help you invest your money.  The biggest problem we see with Physicians is they assume too much risk early on and are over allocated into savings vehicles that aren’t liquid or have high surrender charges.  This can put a major crimp on your wealth building. 

 Join the Choice Medical Association today to get access to our financial advisors.