In working almost exclusively with medical professionals for over 15 years, we understand the unique challenges that doctors face. Using this experience, we created Physician360 a proprietary planning process developed specifically for physicians to address their financial needs at every stage of their career. The Physician360 program outlines the steps necessary to work toward each individual’s goals and objectives. We then work together to navigate the challenges from residency throughout retirement.
Our services are provided on a fee basis complete with a written report and recommendations. Clients can choose to implement these recommendations with us or on their own. Should a client implement with us, we work independently from an open architecture utilizing many different companies and wealth management firms.
Working as part of a team and collaborating with other advisors is an integral part in addressing the needs of our clients. By taking on the role of “quarterback,” we facilitate the planning process by utilizing a network of the region’s leading attorneys, CPAs, consultants and other advisors to pursue a coordinated strategy and a comprehensive level of advice. We assist our clients in selecting new advisor relationships to fill potential gaps or they can choose to maintain existing ones they may already have.
Physician360 includes a secure personal website. This web-based technology solution is built to simplify, organize and improve our clients’ financial planning. Clients can monitor their accounts, track spending and upload important documents to one secure location.
As an independent Registered Investment Advisor (RIA), Advisory Resource Group represents the interests of our clients and not those of any large insurance or financial institution.