25 Financial’s team of financial advisors for physicians knows that the financial situation for physicians is unlike that of the general public. That is why our dedicated certified financial planners (CFPs) specialize in providing personalized financial planning and wealth management services specifically tailored to medical professionals, including medical residents, business owners, dentists, and physicians.
We stand for integrity, experience, and second-to-none financial advising services. Our team offers the services necessary to reach your financial goals, from retirement planning to managing student loan debt.
From managing substantial student loan debt to securing disability and life insurance, navigating the financial situation of many physicians can be difficult without professional help. Our financial advisors provide comprehensive financial planning and advisory services designed to fit the unique needs of career physicians and other high-income medical professionals.
Managing Student Loan Payments: Average medical school debt in the US is over $230,000, making loan repayment a primary concern for early-career physicians. We make tackling student debt easy, working with you to develop a comprehensive strategy covering income-driven repayment plans, loan forgiveness options, favorable tax strategies, and high-interest-rate loan refinancing opportunities. This way, you can manage your personal finances effectively and lay the foundation for long-term success.
Establishing a Solid Financial Foundation: As a flat fee-only fiduciary financial advisor, 25 Financial is committed to putting your best interests first and avoiding all conflicts of interest. We do it all to lay the groundwork for success, from setting up a Roth IRA to reviewing risk management to optimizing your cash flow to establishing low-cost, high-reward investment plans for high earners in the healthcare industry.
Protecting Your Income and Assets: We want to protect your financial life and financial independence. That starts with the right coverage. We help you select the right life insurance and disability insurance policies that offer the coverage you need, all while staying within your budget.
Planning for the Future: We make the retirement planning and estate planning process easy. We learn your financial needs inside and out to create a tailored investment strategy that helps you prepare for the future. Our personalized approach to investment management and retirement accounts ensures that every dollar works toward your long-term financial security.
Offering Expert Financial Advice: Our team of certified financial planners and registered investment advisors specialize in working with medical professionals. That means we have the experience and knowledge necessary to help you build emergency funds, find sources of retirement income, navigate complex tax-planning strategies, and more.
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.
Let’s work together to make your financial life as rewarding as your professional one. 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.
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: This page is intended for informational purposes only and should not be used as professional financial advice. Please consult with a professional financial consultant and perform your own analysis before making any financial decisions. For more questions about our fee structures and pricing, please contact us.
