Plan Today for a Strong Financial Future
At 25 Financial, we understand the unique challenges that medical residents face. As you work long hours and navigate demanding residency programs, financial planning might feel like the last thing on your mind. But this crucial period of your life is the perfect time to start laying the groundwork for a secure financial future. Our certified financial planners (CFPs) specialize in providing personalized financial planning and wealth management services specifically tailored to medical professionals, including medical residents, medical students, and dentists.
We stand for integrity, experience, and over-the-top service, offering you guidance on managing student loan debt, planning for retirement, building an emergency fund, and securing your financial well-being. We help you clarify your financial goals and execute your plan with rigor, progress, and accountability.
Navigating the financial complexities of medical residency can be overwhelming. From managing substantial student loan debt to securing disability and life insurance, our financial advisors provide comprehensive financial planning designed to fit the unique needs of medical residents.
Manage Student Loan Payments: With the average medical school debt reaching over $200,000, loan repayment is a significant concern for many residents. Our advisors work with you to understand income-driven repayment plans, loan forgiveness options, and high-interest-rate loan refinancing opportunities, helping you manage your personal finances effectively and set yourself up for long-term success.
Establish a Solid Financial Foundation: As a fee-only, fiduciary financial advisor, 25 Financial is committed to putting your best interests first. We help you create a clear roadmap to meet your financial goals, from setting up a Roth IRA for a retirement savings account to optimizing your cash flow and managing expenses during your residency.
Protect Your Income and Assets: Medical residents are often underinsured, leaving their income vulnerable to unexpected life events. Our advisors will guide you in selecting disability insurance and life insurance policies that provide the right amount of coverage without overextending your budget. With a focus on protecting your financial life, we ensure you’re prepared for whatever comes your way.
Plan for the Future, Even Now: Retirement planning and estate planning might seem far off, but starting early can make all the difference. We work with you to develop investment strategies tailored to your risk tolerance, guiding you in building a nest egg that will grow alongside your career. Our personalized approach to investment management and retirement accounts ensures that every dollar works toward your long-term financial security.
Expert Financial Advice from Trusted Providers: Our team of certified financial planners and investment advisors specialize in working with medical professionals. We provide tailored financial advice that considers your unique financial situation, helping you make informed decisions that align with your personal and professional goals. Whether you need guidance on building an emergency fund, understanding real estate opportunities, or navigating credit card debt, 25 Financial is here to support you every step of the way.
You’ve dedicated your life to helping others.
Let us help you achieve financial wellness.
Connect with our team of experienced financial advisors to take control of your financial future. From managing student loans to planning for retirement, we provide comprehensive financial planning that empowers you to focus on what matters most: your career, your well-being, and your peace of mind.
Reach out to our advisors to start your journey toward financial stability and success. Let’s work together to make your financial life as rewarding as your professional one.
We work with healthcare professionals and high-net-worth individuals of all kinds. For more information or to schedule a consultation, please fill out a form or call us.
Disclaimer: Content is intended for informational purposes only and should not be considered as financial advice. Please consult with a professional financial advisor and perform your own analysis before making any decisions.
