4200 West Cypress Street
Financial Planning for Medical Professionals
Investment Advice - Asset Protection - Cash Flow Planning
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
How many times have you seen a patient turn to WebMD for answers before they come to you? One quick Google search tells them their abdominal pain is anything from food poisoning to cancer. But you’re the only one who can fully assess their symptoms and give them a detailed treatment plan that leads to long-term success.
All too often we see professionals turn to colleagues or Google for financial advice. But those resources don’t take into account the unique and ever-changing aspects of your life. Challenges like six-figure student loan debt, high tax brackets, and oftentimes delayed savings and investments.
At Impact Medical Advisors, we assess all of these “symptoms” and create a detailed financial plan that gets you in the best financial shape of your life.
We improve your financial health (and help you reach financial independence) by:
Reducing your stress.
Increasing your savings.
Protecting your family.
Reducing your debt.
Helping you retire with dignity.
We accomplish this mission with our clients through our comprehensive planning process.