Physicians have such a remarkable place in our society. After years of schooling, physicians are trained to heal the world through intellect and touch; all while working tedious and countless hours each week. As physicians, there are inherently more risks and tax laws that must be considered for planning. Tax laws, which are ever changing, have a direct impact on income, as well as investments needing to be managed. At Finley Davis Financial Group, we understand your issues and limited free time. We assess your current situation and design a custom plan specific to the needs of physicians, in order to achieve the best possible outcome. We will help guide and manage your assets to achieve financial freedom during retirement, as well as your working years.
Finley Davis Financial Group Inc. does not provide tax advice. You should consult your CPA/Tax advisor.