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 become a part of their individualized plan.
We are on call for our financial planning and tax clients. Physicians Thrive team of advisors are a resource for you during both your major and minor financial decisions. Our team is here to help you with anything and everything related to the dollar.
One way we are here to serve you is with an annual contract review. This includes contract renewal with the same employer or an employment offer from a new job opportunity, as well as a review of the annually updated MGMA compensation data with your advisor. Ensure your being compensated fairly as you advance in your career.
On a case by case basis, we strive to help each physician we work with plan wisely.