10 Grand Central 155 E 44th Street
12 th FL
New York City,
Financial Advice For Medical and Dental Professionals
Protecting your years of dedication!
Providing financial guidance for over 10 Years to medical and dental professionals.
Between college, dental or medical school, residency, and fellowship, most doctors could be in training for close to 15 years. Is insuring your earning potential and protecting your ability to pay back your student loans important to you ? Although most answer yes, many still wait to take action. Our mission is to educate, advocate and motivate as many people as we can to gain the financial confidence to make decisions that will protect them from the unknown and grow what they have earned. We assist professionals in all stages of their career because plans have to evolve with your life.
For Resident Coordinators, Hospital Administration and Practice Owners
Education is a cornerstone of our firm. We provide no cost financial wellness programs to Residents, practicing Attendings and Nurses. Our goal is to keep your professionals educated on financial topics so they can feel confident in the financial decisions they make.
For All Stages Of Your Career
Time, money, sacrifice and dedication. Medical school is an investment and we understand this. During your early years we provide the recommendation to create the foundation needed for the beginning of proper financial planning. This entails risk management and retirement savings.
Medicine and dentistry are challenging and changing professions. During your mid-career as a practicing physician or dental professional we assess your future goals and recommend the proper approach to meeting the goals whether it is a fee-based financial plan or products that will meet your needs and budget.
After a life-time of professional commitment, it is important to make solid strategic decisions as you prepare to retire. We can help you plan to income distributions and proceeds of sale and turn your retirement savings into a fixed income stream.
We advocate for Financial Literacy. Interested in hosting a Financial Webinars? We host in person and webinars on several financial topics relevant to medical and dental professionals.
Already know what you are looking for? If you are interested in starting your foundational planning fill a brief questionnaire to obtain quotes for Disability or Life Insurance. We will send you basic quotes to begin the conversation. It is important to disclose that there are many factors that impact insurance offers. Some being: gender, age, occupation, health and income. A quote is not a guarantee of the offer and premium you will be approved for.
Edward Alferoff, CFP®
Financial Planner | Partner
Sona Ramnani, RICP®