Broker Check

Wealth Professionals for Health Professionals

TRAVELING MEDICAL PROFESSIONALS

> I have seen my family and friends worry about finances my whole life. I don't want that to be me.

> Should I consolidate my student loans or pay them off based on interest rate?

> I want to retire early so I can use more of my good health; can you help me make that happen?

> I enjoy using Robinhood but with the recent volatility I can't keep up while I work full time.

> I see injuries every day at work, how can I protect my income if that would happen to me?

> How can I protect myself against a legal environment that is being more hostile towards medical mistakes?

A TEAM BUILT FOR YOU

At Personal Wealth Solutions we understand the needs and concerns of the traveling medical community. We have worked with your colleagues and continue to find new ways to make your financial life easier. To accomplish this, we put together a team comprised of: Tax Professionals, Financial Advisors, Financial Investors, Mortgage Lenders, and Attorneys. Your life is constantly changing so our team is constantly learning.


Complex Tax Issues<br/><br/>

Complex Tax Issues

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Securing A Mortgage As A Traveler&#160;

Securing A Mortgage As A Traveler 

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Investing With A Busy Life

Investing With A Busy Life

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Protecting Your Assets&#160;<br/><br/>

Protecting Your Assets 

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Leveraging Your 1099 Status

Leveraging Your 1099 Status

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Protecting Income Against Disability

Protecting Income Against Disability

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BEST AND WORST STATES FOR DOCTORS

Source: WalletHub

WE WOULD COME TO YOU FOR HEALTH SOLUTIONS.
WHY SHOULDN'T YOU COME TO US FOR WEALTH SOLUTIONS?

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