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The White Coat Investor

Physician on Fire

About

We serve clients from all professions and stages of life, but a large majority of our clients are physicians and medical professionals. Whether you are just starting out and struggling with student loan debt or whether you’re a high earner looking to have your portfolio and financial life managed by a qualified professional, we can help.

Financial Planning for Physicians

Why Physicians?

As a physician or medical professional, you may face several unique challenges: six-figures or more of student loan debt, delaying saving for retirement until your mid 30s, and when you are finally making money, the government takes half of it. What makes things more difficult, once you are saving, you aren’t really sure how to prioritize debt repayment, investing, and home ownership…

Financial Planning Process

Financial Planning Process

Let’s get into the financial planning process. Now this may seem boring to most, but I often end up geeking out about it, so humor me for a second. Financial success can have a lot of different meanings and can often change over time. At first, it may be getting out of debt…

Services

Tax Planning

What is the tax impact of your financial decisions? How can you minimize your largest expense? ShareTweet

Financial Independence

Ready to achieve financial independence and to make work optional? ShareTweet

Investment Management

Using your financial plan and risk tolerance, we create an asset allocation and select investments to help you accomplish your goals. ShareTweet

Student Loans

Do you qualify for Public Service Loan Forgiveness? Are you verifying your employment? What payment plan is best for you? Should you refinance? ShareTweet

Insurance & Risk Planning

What coverage do you need? Do you need disability? Are you are paying too much? Is your insurance changing with your ever-changing life? ShareTweet

Retirement Plans & Employee Benefits

Which retirement plan should you choose?  What selections should you choose during open enrollment? ShareTweet

Education Planning

How are you planning to fund your or your children’s education? ShareTweet

Estate Planning

What plan do you have in place to ensure your assets transfer to those efficiently with little tax impact after you are gone. ShareTweet

Pricing

With many “financial advisors” it’s tough to know what you are paying them. Between commissions, hidden fees, and asset under management charges, you may be paying a fortune and not realizing it. We took the guessing game out of pricing and published it right on our website.

No hidden fees or charges.  The only person who pays us, is you.

Early Investors

$450/mo
Financial Planning, Tax Planning, and Investment Management up to $500,000 of assets

  • – Virtual meetings from the comfort of your own home

  • – Investment Recommendations for Employer Retirement Accounts

  • – Student Loan Planning

  • – Cash Flow and Budgeting

  • – Comprehensive Financial Planning

  • – Annual Rebalancing

  • – Unlimited Phone Calls and Emails

  • – Tax Preparation – Available for an additional charge

Choose Plan

Foundation Builders

$850/mo
Financial Planning, Tax Planning, and Investment Management up to $1,000,000 of assets

  • – Virtual meetings from the comfort of your own home

  • – Investment Recommendations for Employer Retirement Accounts

  • – Student Loan Planning

  • – Cash Flow and Budgeting

  • – Comprehensive Financial Planning

  • – Annual Rebalancing

  • – Unlimited Phone Calls and Emails

  • – Coordination meetings with attorneys, CPA insurance agent, and employer

  • – Tax Preparation – Available for additional charge

Choose Plan

Financially Independent

$1,250/mo
Financial Planning, Tax Planning, and Investment Management for portfolios greater than a $1,000,000

  • – Virtual meetings from the comfort of your own home

  • – Investment Recommendations for Employer Retirement Accounts

  • – Student Loan Planning

  • – Cash Flow and Budgeting

  • – Comprehensive Financial Planning

  • – Annual Rebalancing

  • – Unlimited Phone Calls and Emails

  • – Coordination meetings with attorneys, CPA, Insurance Agent, and employer

  • – Tax Preparation – Available for additional charge

Choose Plan

FIDUCIARY STANDARD

As a full time fiduciary we always look out for our clients best interest. We are a fee only firm. We don’t accept commissions or referral fees and are only paid for the advice and solutions we give our clients.

Latest Blog Posts

Student Loans

Top 10 Student Loan Mistakes

TOP 10 STUDENT LOAN MISTAKES   Graduation Day.  It’s great to be starting the first phase of your career, that is until you realize how complex it is to manage …

Credit

Equifax Breach

As you have probably heard, Equifax, one of the three major credit agencies, had a major data breach from the period of May – July 2017 that could impact up …

Read Our Blog

Interested in Learning More?

Call or email and lets discuss your financial future. We don’t use high pressure sales tactics like many of our competitors so you don’t have to worry about harassing phone calls or emails asking when you are going to commit. Your comfort is our priority.

Contact Us below or Schedule a Phone Call


    Phone: (877) 695-8004
    Email: inquiries@cmgfin.com