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Medical Professionals

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DSFG advisors Chris Burgos, Hardik Shah, Andrew Baker, and Bryan Radcliff are contributing authors in the new book Real Life Financial Planning for Physicians!

Real Life Financial Planning for Physicians by Todd D. Bramson & Jon C. Ylinen, with Case Studies written by Christopher Burgos, Hardik Shah, Andrew Baker, and Bryan Radcliff, is the newest addition to the Real Life Financial Planning book series. This book should be required reading for every physician. The unique financial needs of physicians have been merged into a manageable and easy-to-implement strategy designed to help physicians meet their financial goals. You will learn how to prioritize multiple decisions and manage your complex financial life. There is an amazing amount of practical advice packed into this book based on the wisdom gained from more than 15,000 individual meetings that the authors have had with their clients ...people just like you. The authors all have a specialty financial planning business catering almost exclusively to physicians. As you will read in this book, they have a thorough understanding of the unique financial needs of a physician.

 
 
 
 
 

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UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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