Financial Planning Done Right
Do you have questions about your finances?
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Why Choose Physicians Thrive?
Physicians Thrive has decades of experience helping doctors get a plan they are confident in.
Your advisor won’t make blanket recommendations based solely on your status as a physician. Get a plan that is personalized to each client’s unique financial situation, goals, and level of risk tolerance.
With all the options out there, our approach makes what seems complex simple. You define your goals and we help you reach them.
Our advisors find the best opportunities and options for you to have the highest probability of reaching your goals while requiring the lowest amount of funding.
Caring for your patient is a comprehensive approach. Your lifestyle is provided by the hard work you put in daily to care for your patients. With so many different approaches to financial planning, we model our financial planning process with the same intentionality you do with each patient.
Get information from a trusted source.
What is a fiduciary when you are talking about financial planning? Not all advisors are fiduciaries. Advisors who act as fiduciaries are legally and ethically obligated to make recommendations in the best interest of the client. Our financial advising relationships are built around educating physicians on the strategies that make their individualized plan.
A fiduciary’s responsibilities or duties are both ethical and legal. When a party knowingly accepts a fiduciary duty on behalf of another party, s/he is required to act in the best interest of the client.
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The best way to describe the importance of our independent status is to view our industry as a triangle. Every time a client works with a financial advisor of any kind, there are basically three elements involved in that relationship. There is the client, the advisor, and the company.
When someone decides to become an advisor, they have two choices in approaching the business. 1. They can choose to be a career or captive advisor. 2. Or they can be a completely independent advisor. There is a very important difference between the two.
When someone decides to be a career or captive advisor, it
means they are affiliated with one large company. These are the big name companies you likely hear about; they help their
advisors through name recognition. When someone becomes a career agent they are essentially an advisor loyal to that big company. They sell only that company’s products to their clients. This lack of options is not in the best interest of the customer.
A more difficult road to travel is to become an independent agent without ties to any particular company. When a firm like Physicians Thrive chooses to be independent, we lose brand awareness but have the flexibility to truly offer the best options to our clients.
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On a case by case basis, we strive to understand each individuals’ work/life balance.