BEST Financial Planning for Physicians in Tampa

BEST Financial Planning for Physicians in Tampa

Many physicians believe if they can save a life, then managing money ought to be easy.

However, this self-certainty eventually leads to countless mistakes.

Compounded over many years, this could cost them hundreds of thousands of dollars before they realize they need help.

Physicians do not necessarily make more financial mistakes than the public at large, but because their salaries are three to four times that of the average person, mistakes are amplified.

As a physician, you have spent eight or more years developing your specialized knowledge and expertise.

Thus, you have a shorter working life compared to others and fewer years to compound your retirement nest egg.

Additionally, your higher salary comes with increased taxes, and you will likely receive little to no financial aid to fund your children’s college education. This makes it even more important to properly invest your money sooner and to avoid costly financial blunders.

Our physicians typically produce an extra $50k – $750k on an after-tax basis each year, and our job is to protect, grow, and nourish that wealth. We have a long history of serving physicians, and over that time we have developed a unique system catered to the profession that has resulted in long-term financial success.

 

Mintco Financial – BEST Financial Planning for Physicians in Tampa

Why Work with Us, A Fiduciary / Independent Registered Investment Advisor?

As Registered Investment Advisors (RIA), we are required to act as fiduciaries. We always act at all times for the sole benefit and interest of our clients.

An RIA:

  • Has a fiduciary duty to you. Our advisers must put your interests ahead of their own.
  • Is required to recommend what we believe are the best choices for you, not just suitable stocks or mutual funds.
  • Must, by law, disclose all income sources, possible conflicts of interest, qualifications as an advisor, and any disciplinary history to you — even if you didn’t ask for this information.
  • Must clearly disclose if we are no longer acting as an adviser, but as a sales agent in implementing any of the recommendations, they have made to you.

Best Financial Planning for Physicians in Florida -Best Financial Planning for Physicians in Tampa

Aligned To Your Goals; Customized for Your Needs.

Time spent with each client allows us to understand their specific investment circumstances and objectives, along with their tolerance for risk.

Based on this information, we create a detailed investment plan which is (1) based on their specific long-term goals and (2) is sufficiently flexible to adapt to changing life events and capital market conditions. 

The result: portfolios are highly customized and specifically aligned with the needs of each client, balancing risks vs. performance, debt vs. equity, domestic vs. international, growth vs. safety, and more.

 

How do we ensure our recommended investment strategies are sound?

 

Our team expends the necessary efforts, during due diligence, to continually strive to uncover every possible detail of clients’ potential investments. We travel to their locations, look the portfolio managers in the eye, utilize several 3rd parties due to diligence agencies, and network with other due diligence officers.

 

Generally, this process takes several months as we evaluate past performance, and the financials, and have discussions with multiple department heads. Other than for a few exceptions, at least one of our advisors has their money invested alongside yours. We dig deeper than is expected of us.
Not everybody does what we do

 

Fiduciary Financial Advisors for Physicians in Tampa – Our Promise to You

As fiduciaries, we’ve taken an oath to prioritize your financial well-being above all else.

 

We’ll treat you with the honesty and integrity you’d expect from someone with whom you are entrusting your future.

 

Mintco Financial Planning for Physicians Tampa Florida

 

At Mintco Financial, we can help you to align your financial choices with your life goals.

We know that making financial changes can be challenging.

Mintco Financial will work with you to map out financial plans that fit you and adjust these plans when needed.

We will be there to encourage you every step of the way.

 

Book your appointment today!

Call us now

Email us info@mintcofinancial.com