Financial Planning & Investment Management
As citizens of the United States, we have one of the wealthiest societies in the world and enjoy one of the best standards of living. However, the reality is that few of us are able to achieve and maintain our lifestyles in retirement. Doctors and dentists are no exception to this rule. Although they enjoy a rich standard of living, relative to the rest of society, medical and dental professionals have unique challenges in attaining and maintaining financial independence in their retirement years.
The Practice Advisory Group offers access to personal financial planning and investment management services through its business relationship with The Financial Advisory Group, Inc., a Fee-Only Registered Investment Advisor (RIA), regulated by the U.S. Securities and Exchange Commission.
The Financial Advisory Group (“FinGroup”) provides a wide array of financial services including personal financial planning, investment management, estate analysis, income tax planning, contingency planning, and retirement planning. While many other financial planning and investment management firms earn commissions on the sale of insurance and investments, FinGroup’s Fee-Only basis ensures that its clients receive advice that is totally objective and best suited to individual needs and goals.
The FinGroup has developed relationships with institutional brokers to ensure that clients receive the broad services and research that they deserve. The FinGroup’s investment philosophy focuses on long-term and consistent returns through the use of both value and growth investing styles. The FinGroup invests directly in publicly traded equities, mutual funds, and fixed income securities, such as corporate and municipal bonds.