Building Brighter Futures for Physicians & Medical Professionals

We offer you all the strategies outlined on our Individuals & Families page. We also know you face unique financial challenges when it comes to your planning. Because we have many clients who work in the medical industry, we have direct experience with their often-complicated benefits and compensation packages.


Student Loan Strategy

Due to your career path and income growth, every decision you make can impact your total loan cost by thousands of dollars.

We have a thorough understanding of student loans, regulatory nuances for different student loan entities, and the evolving landscape of Public Service Loan Forgiveness. This allows us to help you implement a custom and cost-effective repayment plan.


Disability Insurance

This is one of the most complicated financial concerns any physician will encounter, and perhaps the most important. Many physicians experience a disability at some point in their careers, with the chance that it could last several years. Disability insurance helps protect you against loss of income. We’ll help you with this important coverage and choose an appropriate policy that is right for you.


Life Insurance

If you have a family that depends on you for financial support, life insurance can help ensure they are provided for in the event of an untimely death. The right life insurance policy can make sure that your kids go to college, your spouse retires in comfort, or that a disabled child is taken care of. Let us help you determine the best policy for you and avoid any mistakes during this process.


Investment Strategy

Wealth management for physicians and doctors is a specialized area of practice. It requires an in-depth understanding and knowledge of the unique financial challenges facing the healthcare industry. We’ll help you determine where to allocate your money in 401(k)s and 403(b)s. We'll also guide you through taxable brokerage accounts, the use of Backdoor Roth IRAs, and Solo 401k(s).


Retirement Planning

With Hillcrest Financial Group, planning for your retirement can be effective and stress-free. We’ll create a plan that reflects the reality of your career. This means building assets over time and drawing income from your investments, so you enjoy the retirement lifestyle you always envisioned.


Strategic Tax Planning

As a team with a well-established accounting background, we bring you the benefits of our specialized knowledge in tax planning. Working with your CPA or tax preparer, we help coordinate your strategy and remain mindful of the tax implications on your financial plan.


See Us in The White Coat Investor

Written by a practicing physician, The White Coat Investor is a manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals.


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