Certified Financial Planners
Financial Planning for Healthcare Professionals
Financial advisors specializing in comprehensive financial planning for healthcare professionals in Idaho.
Certified Financial Planners
INVESTMENT PLANNING FOR DOCTORS
Going with IMAFS means going with proven, unbiased investment professionals.
While you work on your livelihood today, we work on your livelihood for tomorrow.
Explore our financial planning services.
PLAN YOUR FINANCIAL FUTURE WITH IMAFS
Idaho Medical Association Financial Services (IMAFS) provides wealth management and financial planning for healthcare professionals. Our financial services are the best choice for physicians who live and work in Idaho, such as Canyon County or Ada County.
Our advisors consider the whole picture of your finances. We will look into your current financial position, your overall goals, and the actions that you can take to reach those goals. We are also here for you when life doesn’t go as planned, ready to discuss how we can modify your financial strategy to make sure you enjoy the retirement you deserve.
Whether you need assistance discovering the right retirement funds to invest in or are interested in saving money through our tax planning service for doctors, we will always keep your best interest in mind.
FINANCIAL ADVICE FOR DOCTORS
Financial planning is essential for healthcare professionals, perhaps more so than for any other industry. Cookie-cutter financial advisors may not understand the unique position that doctors face. Yes, you will enjoy high earning potential with time, but you will begin your career in your late twenties or early thirties, usually with high student loans. As your career progresses, you may work toward new goals, such as founding your own practice or putting your children through college.
At IMAFS, all of our services are screened by a board-appointed representative from the Idaho Medical Association. Every day, we work solely for doctors and other healthcare workers. Financial planning for healthcare professionals is not just our area of expertise — it’s our passion.
WE ARE A FEE-ONLY FINANCIAL PLANNER
We will look over every aspect of our clients’ finances in exchange for a low-cost fee that comes from the people we advise — and no one else. These transparent fees are presented to you up front, not hidden in the fine print. This fee will pay for the financial advice, financial plan, or asset management services that you need.
Unlike other financial planners, our advisors never make an outside commission. They are NOT incentivized to sell you specific investments, such as annuities, mutual funds, or insurance.
WE FOLLOW A FIDUCIARY STANDARD
Our advisors act as fiduciaries, so they have sworn to only consider your best interests when giving financial advice. They will avoid any conflicts of interest and work to support your goals. As members of NAPFA, the National Association of Personal Financial Advisors, they must renew a fiduciary oath and commit to upholding a strict code of ethics.
WE OFFER INDEPENDENT ADVICE
All advisors who work for IMAFS are fully independent. That means that they aren’t tied to a brokerage firm. These professionals don’t have to stick to a corporate script when recommending investment opportunities for you. Instead, they can discover the best possible solutions for the physicians they work with, whether they are located in Ada and Canyon Counties, or anywhere in Idaho.
START BUILDING YOUR FINANCIAL FUTURE
To learn more about our financial planning for healthcare professionals, contact us today!
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