FINANCIAL PLANNING FOR MEDICAL PROFESSIONALS
Expert Financial Advice for Medical Professionals at All Career Stages
UFC Financial Planning Division is a comprehensive financial planning firm offering concierge solutions for doctors. Through our collaborative environment, Coastal Wealth helps individual physicians and medical practices succeed.
EARLY AND MID-CAREER
Physicians have a unique situation in meeting their financial goals because of delayed entry into the workforce. Doctors are challenged to pay down hefty student loan debt while making up for the earning-time gap. They need expert financial advice to guide them toward their goals. Working with Coastal Wealth, mid-career doctors can develop detailed cash-flow plans, create disability protection plans, monitor their continual progress toward their financial goals.
LATE CAREER
Doctors nearing retirement prefer a firm grasp of the financial and tax implications of winding down their careers, as well as estate planning. Making realistic assumptions about the future is a key attribute of a quality long-term retirement plan. We are here to help guide you to your goals.
CONTACT US
WE ARE HERE TO HELP YOU!
Please provide us with the following information and
we will connect you to a financial advisor.
we will connect you to a financial advisor.
4770 Biscayne Boulevard
Miami, Florida, 33137