Physician Planning Group

Financial planner in Melville, NY (show on map)

Comprehensive financial planning and protection services for physicians from residency through retirement.

About

Physician Planning Group serves physicians with specialized financial planning, protection planning, and student loan counseling. They provide personalized strategies for managing student debt, insurance needs, retirement planning, and wealth management throughout a physician's career stages, from residency to retirement.

Specialized financial planning for physicians

Comprehensive protection planning

Student loan counseling expertise

Services

Medical Schools - Residency Programs

Financial education and guidance for students and house staff during residency, addressing student loan debt and burnout.

Student loan counseling Protection planning Wealth management

Student Loan Counseling

Expert guidance on managing complex student loans, including repayment plans, forgiveness options, and refinancing.

Repayment plan exploration Public Service Loan Forgiveness (PSLF) analysis Loan consolidation and refinancing

Protection Planning

Insurance solutions to protect income, assets, and future financial stability for physicians.

Disability Income Insurance Life Insurance Business Insurance Long Term Care Insurance

Financial Planning

Comprehensive financial planning covering protection, wealth management, and retirement for physicians.

Protection planning Wealth management Retirement planning

Credentials & Certifications

CLU®

ChFC®

MBA

RICP

CLTC

CIMA®

Frequently Asked Questions

What is the purpose of insurance in a financial plan? +

Insurance manages and mitigates exposure to risk, forming the foundation of a sound financial plan by protecting against unforeseen events such as death or disability.

Why is disability income insurance especially important for physicians? +

Physicians have significant student loan debt and high earning potential; disability insurance ensures income replacement if unable to work due to injury or illness.

How does Physician Planning Group assist with student loan repayment? +

They offer personalized strategies for managing student loans, including income-driven repayment options, Public Service Loan Forgiveness (PSLF) analysis, and refinancing advice.

What services are available for residency and fellowship programs? +

Resources include financial education, protection planning, wealth management, and specialized training for medical students and residents.