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Personalized Strategies
Finance Consulting for Physicians
Managing finances as a physician comes with unique challenges—high student debt, fluctuating income, and complex tax considerations.
Physicians Thrive offers specialized finance consulting to help doctors create tailored strategies for debt management, cash flow optimization, wealth building, and retirement planning.
Our experts provide the tools and insights needed to achieve financial independence and peace of mind at every career stage.
How It Works
Our process begins with a comprehensive financial assessment to understand your current situation and goals.
We develop personalized plans that address key areas like loan repayment, budgeting, investing, and tax efficiency.
Whether you’re tackling student debt, growing your practice’s finances, or planning for retirement, our advisors work with you to implement and adjust strategies that align with your career milestones and evolving financial needs.
Tailored Financial Planning
We create customized financial strategies to help you reduce debt, manage income, and build long-term wealth, tailored to your career stage.
Student Loan Management
Get expert guidance on refinancing, loan forgiveness, and repayment plans to minimize costs and eliminate debt faster.
Proactive Wealth Building
From investments to tax planning, our strategies help physicians maximize income and achieve financial independence efficiently.
Frequently Asked Questions
How can finance consulting benefit physicians specifically?
Our services are tailored to the unique financial challenges doctors face, including student loan repayment, tax optimization, and wealth building strategies.
Do you help with student loan repayment?
Yes! We guide you through refinancing, federal repayment programs, and loan forgiveness options to reduce costs and manage debt effectively.
What kind of financial strategies do you offer?
We provide budgeting, investment guidance, tax planning, retirement savings, and cash flow management to help you achieve financial success.
More on SERVICE
110,500 Physicians
…and Counting
We’ve educated and served thousands of physicians.
Our team has helped physicians in all 50 states better understand their unique financial situations.
7,000+ satisfied physicians
– Jigar Panchal
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.
– Saurabh Singhal
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.
– Nick Peacock
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.
– Ealena Callender
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.
– Doug Zaruta
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.
– Jake Luther
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.
– Colton Roessner
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!
