You’ve spent many years of your life accumulating education, specialized training, invested tens/hundreds of thousands of dollars, and now you practice medicine in one of the most litigious professions available. You have done a lot to establish yourself in your profession, and there are many unique financial pitfalls and opportunities for you to navigate. Wouldn’t it be nice to have a financial partner to help you look out for your financial interests?
We understand that many doctors, physicians, and other medical professionals have specialized planning needs and requirements. Whether it’s a greater focus on protecting your assets from litigation, insuring your ability to earn the income you’ve worked hard to build, or coordinating benefits and incomes from multiple employment contracts, we understand your situation and have helped many of our current clients optimize their current financial situation.
Doctors/Physicians as Business Owners:
Many of our Doctors/Physicians are also small business owners. Whether you own your own practice, bought into a group practice, or just have 1099 income from affiliation/consulting contracts, you have more responsibilities and opportunities to protect and exploit. Read more about how we serve small business owners.
Bringing it all Together:
Many of our Doctors/Physicians have multiple employers, self-employment income, and many professional relationships to juggle. We can help you bring everything together into one, big picture. Watch this video to see a short demo:
Take Our rebelRiskAssessment:
Download our 2018 Brochure:
See how we can help you look forward:
Imagine if you could look back 20yrs from now and give yourself advice. What would you say to yourself? What advice would you give? We have the tools to help you project the effects of your financial decisions so that you can make better decisions.
Phil explains what makes rF different:
Fiduciary & Fee-Only Financial Advisors and Planners
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning and investment management services to it’s individual and institutional clients.
A more detailed description of the company, its management and practices are contained in it’s Firm Brochure (Form ADV, Part 2A).