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<br /><br /><strong><br />Welcome</strong>

Financial Planning
for Medical Professionals

Investment Advice - Asset Protection - Cash Flow Planning

Residents &#38; Students

Residents & Students

We create strategies that are tailored to your needs and goals.

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Physician Assistants &#38; Nurse Practitioners

Physician Assistants & Nurse Practitioners

Years of experience have prepared us to guide you through your life transitions.

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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Practice Owners

Practice Owners

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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We serve clients in every stage of their careers!

Meet The Team!

Our Mission

We’re Primary Care Physicians For Your Financial Health

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.

Why should your financial health be any different?

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.

Interested in learning more about our transformational planning process? Schedule an Introductory Call today!