Financial Advice
Early career professionals (especially resident physicians) could often benefit from having access to a financial advisor, but don’t have the assets or budget to engage with one. Another one of SLP’s goals is to build a financial bridge from graduation to practice and field as many of your financial questions as possible. We are not a registered investment advisory, however, and are therefore limited by law on how deep we can dive in certain areas. So, for the questions we cannot answer, we’ve partnered with the best in the business…Larson Financial Group.
Larson Financial Group specializes in holistic planning for physicians and other graduate-level professionals, partnering with you from training through retirement. It is particularly important for physicians and dentists to partner with an advisor that has a thorough understanding of the unique financial challenges your profession brings, beginning with all the fine print in that new contract. Like SLP, Larson Financial has spent the past 15 years specializing in financial planning for physicians and dentists, but has recently expanded to serve many different professionals.
What separates Larson’s advisors from other firms is their ability to fully understand the language within a contract, the expertise to protect the investment you’ve made in your education, and the experience to grow your assets as income increases. Larson Financial Group seeks to maintain the highest standards of independence, objectivity, and ethical behavior.
Services provided by Larson Financial Group
- Financial Contract Review
- Retirement Planning
- Tax Planning
- Debt Management
- Investment Strategy
- Asset Protection
- Practice Planning
- Risk Management & Insurance
- College Savings
- Estate Planning
- Giving & Legacy Planning
- Professional Liability Insurance
- Investing and growing assets tax efficiently
- Group Benefits
Other Services
Annual Service
Consultations
Refinancing
Let your advisor know if you would like to introduced to an LFG advisor, or simply Contact Us.