COORDINATED CARE FOR PHYSICIANS AND FAMILIES

Southern Oregon Physicians Financial Health Group
ALLAN WRIGHT, STACY DOUGLAS, DAVID PRESZLER, DIANE HOLT,
WILLIAM CLARY, AMANDA BAILEY, CURT BENNETT AND ANDIE ETCHISON
 

 

Today's physicians are juggling more responsibilities than ever before as they try to balance their professional and family lives.

No wonder many struggle to find time to manage their finances.

Deciding how to prioritize paying off debt, saving for college, saving for retirement, paying taxes and still being able to fund today's living isn't easy.

Lack of communication between financial advisors, accountants, insurance agents and attorneys often makes it even harder.

Southern Oregon Physicians Financial Health Group can help bring the pieces of your financial life together.

Members of our team have been advising physicians for more than 30 years. Southern Oregon Physicians Financial Health Group features three Certified Financial Planner™ professionals and has developed a network of regional specialists and experts to assist clients as needed.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck