Financial Planning for Resident Physicians

As a resident physician, you’re stepping out of rigorous residencies and into a demanding yet rewarding career path. That transition alone can be incredibly overwhelming, and can leave you with little time to focus on the financial benefits of your chosen career. The best solution? Financial planning tailored specifically for residents and new physicians. At TCI, we have just that: a team of advisors with the knowledge and expertise to help you build financial success in your personal and professional life

Masked doctor writing on clipboard

Why a Family Chief Financial Officer may be just what the doctor ordered

When was the last time you examined your finances? No, really looked at them in regards to where you are today, what you’re spending now, and how your financial plan will determine your future lifestyle?

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Featured Advisor

Kyle Larson, CFP®

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Why choose TCI as your wealth advisors?

As former physicians, our wealth advisors understand the unique paths physicians take and the hurdles they face along the way. We also know it takes a lot of time to carefully craft the right financial plan — time that a lot of physicians simply don’t have. Just as practicing medicine requires people with the right expertise and knowledge, financial planning for physicians does, too. TCI takes pride in applying that knowledge to build lasting security and protection for you and your loved ones.

A team approach

At TCI, we take an academic approach to investing. We don’t just act as an investment manager; think of our team as your financial primary care provider. We’ll assemble the right team of experts and advisors to provide you ongoing education, resources, and personal sessions to match your exact needs — all while helping you achieve your financial goals.

A fee-only firm

TCI Wealth Advisors is also an independent, fee-only firm, which means that you’ll work with a dedicated team who knows your situation, goals, and investments intimately. As a fee-only firm, you’ll have transparency on the fees associated with working with us, and you won’t have to worry that our advice is based on commissions or hidden fees.

To learn more about our wealth management and estate planning services, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.