Personal Finances Resources

Free disability insurance quotes from Pattern

If you don’t have long-term disability insurance yet, you’re leaving yourself and your family vulnerable to financial catastrophe if you get seriously ill or injured. Disability insurance can be confusing and complex, but Pattern breaks it down and makes it simple. They are a truly independent insurance brokerage team that specializes in working with physicians, and I totally trust them. They’re who I use to get disability insurance. Just click the link in this box, and you can get a free quote for 6 true “own-occupation” policies. It’s a no-risk, no-cost questionnaire, and it only takes a few minutes to get your free quotes emailed to you. It’s free if you use this link, and there’s no obligation to buy anything. Click on the link and fill it out so you can make sure your family’s financial future is secure!

Crush your student loan debt with Student Loan Planner!

Your student loans are keeping you from building wealth.  It’s time to get them out of your life!  It’s so hard to know where to start, though!  Should you go for Public Service Loan Forgiveness?  Refinance?  What payment plan should you use?  If you’re not in the 10% of people who are totally into DIY debt elimination, call Student Loan Planner for a comprehesive plan to help you crush your debt.  They save their clients tens of thousands of dollars by creating a comprehensive plan that will help you pay off that debt quickly so you can build wealth and take care of your family.  Schedule a visit today.

Doc2Doc Lending provides personal loans to physicians and dentists at rates that make sense

Doc2Doc is a personal lending platform founded by doctors, for doctors, providing loans to practitioners at all stages of your career.  They understand the financial challenges brought on by the pursuit of medical training and practice as they have personally lived through them.  As a result, they believe that doctors should have fast access to funds at a price that recognizes the financial reality of the physician lifecycle — giving you credit for the financial success in your future, rather than penalizing you for the financial challenges of the past.  Visit today and complete their online application in less than 5 minutes!

Empowering physicians to protect life’s most valuable financial assets – their income – and life’s most important people – their families.

Stephanie Pearson, MD, FACOG, brings the experience of a physician into the disability and life insurance market. Injured in the prime of her career, the Board Certified OB/GYN took an unexpected journey to becoming an advocate and advisor for physician insurance.  Scott Ravitz, a longtime broker and insurance expert to the medical community, was a natural advisor and behind-the-scenes colleague for Stephanie. The partnership of PearsonRavitz wields the duo’s powerful combined skill set — and has made them sought-after experts on the basics and nuances of disability and life insurance for doctors.

Specializing in income protection and wealth accumulation strategies for physicians

Physician Financial Services is run by Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF. Larry is the founder of Physician Financial Services, a New York- based firm specializing in income protection and wealth accumulation strategies for physicians. He specializes in own-occupation disability and life insurance products, and has written multiple posts on this site. He is an independent insurance agent that can recommend products from multiple companies, which is exactly what you should be looking for if insurance products are needed.  Larry can be reached at (516) 677-6211 or by email to Lkeller@physicianfinancialservices.com

Flat fee unbiased financial advice for physicians 

Aptus Financial is a financial planning company that charges fair, flat fees for financial advice.  The Aptus team has worked with hundreds of physicians around the country to create comprehensive financial plans and to guide them through a simple, tax-efficient DIY investment strategy.  The planning process helps physicians answer lots of questions like how much to save, where to save it, how fast to pay off student loans, and how much house to buy.  There are no hidden fees, no products being sold or commissions being paid out.  Everything is included for a flat fee. Aptus Financial is one of few financial planning companies I trust to help you plan your family’s financial future and build wealth the smart way. To work with Aptus, contact the team at https://www.aptusfinancial.com/contact-us.