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To Help You Protect Your Money
Contracts: Horrible Unexpected Results Of Casual Contracts It’s tempting to trust your new employer and assume he or she has […]
Be prepared for the transition to a new employer by obtaining private disability insurance before the employer paid plan restricts […]
When a doctor changes jobs or their income increases, their disability income protection plan may be change. It is during […]
It may seem like just another added expense to pay each month, but Life and Disability Insurance is a necessity […]
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Our advisors are specialized in helping physicians when it comes to anything to do with the dollar. Save time and get expert assistance for your employment contracts, insurance, student loans, financial planning, and more.
Prepare for the future you want with financial planning solutions that help you reach your goals.
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I worked with Dave Swan recently for disability insurance. Dave and his team were very professional and courteous. He was always available for questions and was overall a pleasure to work with.
I couldn't recommend Dave & Steve Stratman for contract review services more. I also further have a meeting set with Dave to discuss disability insurance and continue our discussion about financial education and planning in the upcoming weeks.
Great company to work with, helped me set up own occupation disability insurance and were very helpful and great at explaining things along the way.
I have been very pleased with Physician's Thrive. Their representatives are always responsive and helpful. Michaela is pleasant and eager to help. It is great to have one reliable place to go for a wide range of services. I highly recommend them to anyone who asks.
Top notch all-inclusive financial planning, contract review, accounting, tax planning, and more. Dave Swan is a true professional with strong values and integrity. He and the entire team at Physician's Thrive are trustworthy, reliable, and accessible.
Michaela gave a great presentation on medical student financial literacy and making the transition from student to resident to attending physician. I would highly recommend her for anyone with financial questions about medical student loans and financial planning!
Michaela provided excellent advice regarding student loan repayment, investments, and home buying when I was entering residency. I highly recommend her and this company for any physicians that are in search of financial advising.