Diamond State Financial Group's Medical Professionals Division

What We Do
Our Background
Financial Strategy Presentations Available
Workshop History

Diamond State Medical Professionals Division was established to provide physicians and medical/dental professionals with valuable financial advice and education. Our team of advisors is experienced in building wealth and creating strong financial strategies that fit the unique needs of medical professionals. We specialize on the key financial issues that dental and medical professionals need to address throughout their careers. The scope ranges from students in professional school to residency through years in practice and ultimately into retirement.

We offer financial information to our clients in a variety of formats, including individual consultations and personalized reviews as well as group and company workshops. Our team of advisors has a number of financial presentations on a wide range of topics and is happy to speak with your school, residency program, study group or practice.

*This information should not be considered as tax or legal advice. You should consult your tax and/or legal advisor regarding your own situation.




What We Do

What makes Diamond State Financial Group’s Medical Professionals Division unique?

Diamond State Financial Group brings together experienced financial professionals who devote their time and expertise to working primarily with physicians and medical/dental professionals. The opportunity for clients to work with experts specializing in their field has significant value because of the unique needs faced by physicians and medical/dental professionals that differ from other vocations.

Physicians and medical/dental professionals may be concerned with:

  • Excessive student and personal loan balances in the beginning of their careers
  • Limitations on the time available to devote to financial matters
  • Building wealth
  • Establishing or joining a professional practice
  • Protecting income and families
  • Higher potential for professional and personal risk liability to personal and business assets
  • Complex tax strategies and higher generally tax liabilities

Our team of advisors assists our clients in providing solutions to these types of issues on a daily basis. Clients benefit from a higher level of expertise when the knowledge of all the team members is combined. Our clients benefit from the team approach provided by the medical division by combining different areas of expertise. Because of our background, we become a client’s most trusted advisor and primary financial resource. Through our national network of top industry professionals, advisors share ideas and address the changing financial environment medical professionals face. This allows Diamond State Medical Professionals Division access to industry experts and provides valuable exposure to a wealth of knowledge and strategies. Additionally, the professional networks established nationwide create a value added service as we can refer high quality advisors in other fields (i.e., tax, law, etc.), who work with our clients as part of their team to assist with achieving their financial freedom in the most comprehensive manner possible.

Return to Top




Our Background

Diamond State Financial Group Medical Professionals Division was established in 2000 in an effort to satisfy the unique and complex needs of physicians and medical/dental professionals. The goal was to develop a unified approach among our financial advisors who work primarily with physicians and medical/dental professionals.

Chris Burgos
Hardik Shah

Return to Top




Financial Strategy Presentations Available

Strategies for Residents

This presentation includes helpful information on:

  • Tackling student loans
  • Student loan management during training (forbearance, hardship deferment, true deferment)
  • Budgeting
  • Disability Insurance and what to look for
  • Life Insurance
  • Roth IRAs
  • Efficient tax investing*
  • Cash flow concerns when buying a home

*This should not be considered as specific tax or legal advice. Consult a professional tax/legal advisor regarding your individual situation.

The 5 Fundamentals of Successful Wealth Accumulation

This presentation includes helpful information on:

  • Transition strategies into practice
  • Employer Benefits
  • Debt management
  • Asset protection*
  • Tax minimization*
  • College savings for children
  • Investment strategies
  • Life and Disability Insurance

*This should not be considered as specific tax or legal advice. Consult a professional tax/legal advisor regarding your individual situation.

Financial Do's and Don'ts for Residents

This presentation includes helpful information on:

  • Pros and cons of student loan consolidation
  • What to look for in employer benefits
  • Debt management
  • Cash flow concerns when buying a home
  • Tax minimization*
  • Investment strategies
  • Life and Disability Insurance
  • The basics of asset production*

*This should not be considered as specific tax or legal advice. Consult a professional tax/legal advisor regarding your individual situation.

Financial Strategies for Owners of Dental and Medical Practices

This presentation includes helpful information on:

  • Qualified plan options such as 401k, SEP, Simple, Profit Sharing Plan
  • Business Continuation Planning
  • Employee Benefits
  • Asset Protection*
  • Risk Management
  • Tax efficient wealth accumulation strategies*

*This should not be considered as specific tax or legal advice. Consult a professional tax/legal advisor regarding your individual situation.

It is also possible to tailor these presentations or combine topics depending on the concerns of the group or association.

Return to Top




Workshop and Presentation History

  • Christiana Hospital—Newark, DE
    • Emergency Medicine Residency Program
    • Surgical Residency Program
    • Radiology Residency Program
    • OB/GYN Residency Program
    • Family Medicine Residency Program
    • Internal Medicine Residency Program
  • University of Pennsylvania—Philadelphia, PA
    • Pathology Residency Program
    • Emergency Medicine Residency Program
    • Otolaryngology Residency Program
    • Family Practice Residency Program
    • Oral and Maxillofacial Residency Program
    • Otolaryngology Residency Program
  • Cooper University Hospital—Camden, NJ
    • Anesthesiology Residency Program
    • Radiology Residency Program
    • OB/GYN Residency Program
    • Internal Medicine Program
  • Hahnemann University Hospital—Philadelphia, PA
    • OB/GYN Residency Program
    • Pathology Residency Program
    • Psychiatry Residency Program
    • Rehab Medicine Residency Program
    • Internal Medicine Residency Program
    • Surgery Resident Program
    • Cardiovascular Fellowship Program
  • Jefferson University Hospital—Philadelphia, PA
    • Internal Medicine Residency Program
    • Pathology Residency Program
    • Psychiatry Residency Program
  • Einstein Medical Center—Philadelphia, PA
    • General Medicine Residency Program
    • Gastroentology Residency Program
    • Cardiovascular Fellowship Program
    • Dental Residency Program
  • Temple University Hospital
    • Temple Dental School—Philadelphia, PA
    • Temple Orthodontic Residents—Philadelphia, PA
  • St. Joseph Hospital—Family Medicine Residency Program
  • St. Francis Hospital—Family Practice Residency Program
  • Wilmington Hospital Dental Residency Program
  • Dental Practice Management Group—Wilmington, DE
  • Dental Practice Study Group—Wilmington, DE
  • Delaware Periodontics—Wilmington, DE


    • Return to Top