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Financial Basics for Healthcare Providers

Client Centered

Your career is well on its way! But now you're stressed, trying to keep up with the demands of a high-paced job, perhaps new family obligations, and you just want someone you connect with to help you make important financial decisions. Sound familiar?

Karen and her team have years of experience in advising healthcare professionals. We're here to help you have the confidence that comes from having a financial strategy and a partner by your side.

We know what it's like to work with individuals facing high student loan debt, business start-up expenses, sudden increases of income, industry changes, hospital mergers and much more.

Whether you’re a solo-practioner, a member of a private practice or an employee at a large institution, we have the knowledge and resources to help you manage and protect your assets.


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<b>Financial Planning</b>

Financial Planning

Do you need to get your budget to balance your current lifestyle with savings for future needs?

Are you most comfortable having a game plan that you can follow, along with an experienced professional to guide you?

A financial plan can be tailored to fit your needs.

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<b>Retirement Savings</b>

Retirement Savings

Would you like to retire early if you could?

Do you want to invest at your own convenience, but don't want to go it alone?

Are there retirement plans with old employers because you don't know how best to consolidate?

We are here to help!

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<b>Life Insurance</b>

Life Insurance

Need the most cost effective coverage?

Want it fast with the least amount of prodding?

Are you in good health and comfortable applying online?

Coverpath Term Life Insurance Is Your Answer!

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<b>Disability Income Insurance</b>

Disability Income Insurance

Are you worried about how to maintain your lifestyle if you're sick or hurt?

Does the idea of being forced into another job, just to pay the bills, terrify you?

Ensure you have enough after-tax income should you be unable to perform the duties you're trained for.

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