Jon C. Ylinen and Michael D. Paulus specialize in comprehensive financial services with strategies specific to the unique financial circumstances that doctors consistently face, including debt and risk management; asset protection strategies; investments; retirement preparation; tax-efficient investment options; and estate planning.
Every individual needs regular physical health check ups. Likewise, physicians and medical practices need to consider financial health check ups. To accomplish the latter, the Financial Health Check Up column provides physicians with pertinent, useful news and information from both a personal and practice management perspective.
As a fee-only wealth management firm, Modera works with individuals, families, trusts, institutions, and philanthropic organizations to build customized plans and portfolios in their best interests. We provide objective advice, personal attention, and comprehensive resources to help our clients reach their unique goals. From financial planning to portfolio management, we understand the nuances of managing wealth and have been guiding generations of clients in making informed financial decisions.
LeverageRx is an online financial help desk for physicians, dentists and other medical professionals looking for personal financial and legal assistance. The platform offers unbiased reviews and comparisons of products and services relevant to medical professionals including financial advisors, insurance agents, loan officers, doctor loans, contract review services, disability insurance, student loan refinancing and relocation services. To ask a financial question and get qualified advice from experts across the country, visit LeverageRx.com.