500+ Physician families served.
I spent more than a decade as a fee only planner working only with physician households. That teaches you the difference between a good seat and a bad one.
Everyone here earned a spot one of two ways. I use them myself, or I have vetted them closely enough that I would send my family.
Daniel is a fee only planner who works with physicians. Flat fee. Fiduciary. Years ago I transitioned my practice to him. If something happened to me, Daniel would advise Taylor and the kids. That is a serious endorsement.
Planning help
Jimmy is an anesthesiologist and he handles own occupation disability insurance for physicians only. He is a great friend and is my go to for disability insurance.
Disability coverage
For term insurance I personally used Policygenius. They were great to work with and the process was simple. Compare the details, read the policy, and decide what fits. Note: Jimmy does not handle term life or I would have used him.
Compare term
Robinhood is my daily driver for the high yield cash account, the credit card, authorized users for the kids, and some of our equities. That is a personal use recommendation but as always make sure to read their terms.
See Robinhood
Built for travel. Delayed trip help, upgrades, hotel credits, digital subscriptions. Do not manufacture spend to chase points. Look at the annual fee and use only the benefits you will actually use.
See the Platinum card
I've used River for years to handle our Bitcoin security. They are the only firm in the industry that shows proof of reserves, which is a big deal.
Learn about RiverThe book is free. Join the notify list and we will tell you when it is ready. No Amazon mill. No pressure to buy anything.
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