Team 25 Helps High-Net-Worth Professionals Plan for the Future
At 25 Financial, we understand the unique challenges that physicians and other high-net-worth professionals face. With your uniquely challenging schedule, financial planning might feel out of reach… but it’s not, with the right financial advisors.
Team 25’s certified financial planners (CFPs) provide tailor-made financial planning and wealth management services catered to high-net-worth individuals, including medical residents, physicians, business owners, and other healthcare professionals. We help you clarify your financial goals and execute your plan with enthusiasm and accountability.
Physicians are often saddled with student loan debt while still having to manage the stress of potential lawsuits and IRS audits. We help physicians develop a sound methodology for managing their financial situation, so they can feel secure in their future.
The best time to start planning for the future is now. We help medical residents tackle student debt, loan repayment plans, and look forward to the future with the right investment and retirement planning services.
High-net-worth business owners can feel secure in the future of their company when partnering with Team 25 with our retirement planning, investment management, succession planning services, and more.
When you need an outside opinion on investment strategies, Team 25’s team of financial planning advisors is there to help, from alternative investment strategies to opportunity zone investment strategies.
Our financial planning services are designed to help our clients navigate complex financial situations. From finding the right life insurance policies to reducing student loan debt, our fee-based advisory services can help.
Make the estate planning process less overwhelming. Choose the team of experienced financial professionals for asset allocation and management, tax planning, and succession planning services.
Many medical professionals and business owners assume loans during their careers. Pay them off quickly and get started on building a healthy investment portfolio and retirement strategy that works in your favor and budget.
Take control of student debt and secure a financial future that’s bright. From student loan rehabilitation plans to college-planning strategies, we can help early-career physicians, medical residents, and medical students manage their financial situation early into their career.
It’s never too early to start planning for the future. Ensure your retirement can be spent relaxing by setting a steady foundation now.
Take advantage of every tax exemption and reduce your tax burden, within full compliance of all laws and regulations.
Grow funds and build a healthy portfolio to build wealth now. Our team of financial advisors can help you every step of the way.
Insurance planning for physicians and high-net-worth professionals is different from planning for the general public. Make sure you invest in the right insurance policies, annuities, and other financial products that can cover you in unexpected situations.
Our client’s best interest is at the heart of who we are and what we do. We take the time to get to know you: your risk tolerance, your financial needs, and your personal finance goals. In doing so, we help you develop a holistic financial planning strategy, so you can feel confident in your financial future.
Other advisors charge unfair fees or tie their earnings directly to your mutual funds or other financial products in your investment portfolio. Not us. As flat fee-only advisors, 25 Financial is committed to putting your best interests first and avoiding all conflicts of interest, setting a high fiduciary standard. Our financial planners are available for vetting on FINRA’s BrokerCheck, so you can rest assured that you are hiring the right type of financial advisors for your needs.
Connect with our team of financial professionals who have years of experience in the industry. They can help you take control of your financial future and develop a comprehensive plan that empowers you to focus on what matters most: your career and your peace of mind.
Let’s work together to make your financial life as rewarding as your professional one.
For more information or to schedule a consultation so we can learn about your specific needs and goals, please fill out a form or call our financial planning advisors.
Disclaimer: This page is intended for informational purposes only and should not be used as professional investment advice/financial advice or used to make financial decisions. Please schedule a consultation to learn more about one-time fees, annual fees, referrals, and more.
