Navigating a Career as a Physician | Career Change into the Financial Industry
Your Financial Plan-It · Synergy Capital Solutions
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Show Notes
Join Synergy Capital Solutions advisors Jordann M. Andrusiak, CFP® and Dr. Jeff S. Allen CFP® as they discuss Jeff's career as a physician and his career change to a Financial Advisor.
Topics of discussion include:
• Navigating a career change
• Recognizing the need for financial planning guidance as a physician
• The responsibility as a business owner
• Finding the balance between paying off debt, saving for retirement and navigating your lifestyle
• Malpractice protection, disability income coverage and life insurance
• Achieving financial freedom and legacy planning
• The importance of a good team - “You don’t know what you don’t know”
Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.