Investment Planning for Medical Professionals

Idaho Medical Association Financial Services is a leader in the financial sector providing comprehensive investment planning for medical professionals. Whether you are looking for a fresh take on an established portfolio or just starting your investments, our financial professionals are here to assist you in making sound decisions regarding your investment planning.

As a fee-only service, you never have to worry about our investment planning being impacted by a conflict of interest due to hidden commissions from investment portfolios. You pay us solely for our investment and consultation services.

As a financial organization that specializes in investment planning for medical professionals, our team of experts has a unique skill set that enables them to successfully guide doctors and other healthcare professionals into investment decisions that will secure their future. Our average client portfolio exceeds $1,000,000.00 in holdings, and each of us at Idaho Medical Association Financial Services takes pride in providing a personal and customized approach to each individual’s investment plan.

Investment Management for Doctors

Doctors have a great deal of responsibility to those who are under their care. From diagnosing illnesses to identifying treatment options, physicians are involved in every aspect of a patient’s care. This is how we view our investment planning for medical professionals. Our team of financial planners examine every part of your portfolio and will offer guidance on how to better manage your assets. When doctors are looking for sound financial advice, they turn to our team for honest and effective investment planning for medical professionals. No matter what you are investing in, our team will assist you in making the right decisions for you and your loved ones.

Investing Service for Physicians

The management of an investment portfolio is crucial to its long-term success. In order to safely and securely prepare for unexpected economic events, it is vital that an investment strategy is led by someone with extensive experience in the financial services industry. One wrong decision could lead to significant losses for a doctor or for a physician. That is why our team utilizes a hands-on approach to the management of your investment portfolio. We will work diligently to provide you with investments that meet your criteria and provide multiple layers of security in case of an economic downturn.

With the professionals at Idaho Medical Association Financial Services working for you, you’ll be assured that you have an expert staff of financial experts helping you make the right decisions for you and your family’s future. Our investment planning for medical professionals will help you with your investing and provide an excellent resource for your financial needs.

We also handle a number of other financial services that include insurance planning for medical professionals and 403b retirement plans for physicians. If you need an estate planner for physicians or a 401k advisor for physicians, look no further than our team to provide you with excellent customer service and sound financial advice. For more information about how we can enhance your investing experience, contact us today!

About Idaho Medical Association

The Idaho Medical Association members currently exceed 2,500 medical professionals throughout the state of Idaho. All of these medical professionals meet the association’s strict membership requirements. Our financial services group is uniquely skilled to provide the utmost wealth management services optimized for medical professionals.

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