Medical Professionals

We offer comprehensive financial services to medical professionals at all stages in their careers.  From residency to retirement, we develop specific strategies that address the unique issues and opportunities that come with your profession.  Our consultative approach has many parallels to being a physician.  We take a detailed history, do an in-depth examination, and recommend solutions that are customized to your circumstances and goals.

For residents and fellows:  Time, money, sacrifice and dedication.  You have put a lot into accomplishing something few can do.  And now it is time for all that hard work to begin to pay off.  Let us help you get off to a good financial start.

  • Risk management and protection:  From life and disability insurance to protection for your home, auto and property, we can develop specific strategies to meet your needs.
  • Savings and capital accumulation:  We can help you begin to build a pool of funds to pay down student loans, buy a car or house, and save for retirement.
  • Wealth accumulation:  Once you move into your strong earnings years, it is important to have a plan to save and invest for you long-term goals, such as retirement and educating your own children.  We offer a variety of ways to help you plan for the future you want.

For physicians and dentists:  Medicine and dentistry are challenging and changing professions.  The same is often said about wealth management.  Within our team we have the expertise to develop a carefully crafted plan that is customized to the direction in which you have taken your career. 

For retiring physicians and dentists:  After a long career, it is important make solid strategic decisions as you prepare to retire.  We can help you plan to take distributions and proceeds of sale and turn your retirement savings into a fixed income stream. 

 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.www.SIPC.org  6 Corporate Dr # 550, Shelton, CT 06484  (203) 513-6039  Vital Planning Group is not affiliated with MML Investors Services LLC.

CRN201912-223455

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck