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Nurses and Physician Assistants

We enjoy working and bringing extra value to the group of individuals in the medical field, that we like to refer to as, “incredibly important, but often under appreciated.” 

I am referring to nurses and physician assistants, those individuals that are the essential personal that make it possible for any medical facility to do what it does.


Those of you that have chosen this career path we believe should be helped just as much as anyone in the medical field.


We know how hard you work and how little time you can devote to other things. You work your butt off for your family and because you want to help people. Let us help you by taking something like your finances off the table.

We want it easier for you to go home to the family you love and do what you love knowing everything is being handled for you.

Some of the services we can provide are:

  • Financial planning
  • Student loan repayment
  • Investing vs. paying off debt
  • Budgeting
  • Outsourced finances
  • Investment planning
  • Financial coaching
  • Retirement planning
  • Retirement plan feedback
  • Group benefits assessment
  • Insurance assessment


Reach out now!