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 generally higher tax liabilities
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.