Estate Planning, Financial Advising and Insurance Coverage

Why do Physicians Need Financial Advisors and How to Find Them

WiserAdvisor

DECEMBER 1, 2023

They are exposed to the potential threat of lawsuits from patients, which is why they need comprehensive insurance coverage. Physicians also require basic insurance plans like homeowners and auto insurance to protect their assets.

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Financial Planning That Helps Clients Weather Disasters

eMoney Advisor

DECEMBER 6, 2022

For holistic financial planners, offering a secure digital vault where clients can store their important documents is table stakes. After all, if your services include coordination with their estate planning, insurance, and more, you need to have a secure way they can share that data with you. Sources: 1.

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Why do Physicians Need Financial Advisors and How to Find Them

Financial Planning That Helps Clients Weather Disasters

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