Residents & Fellows

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Whether you are just starting out in your early years of training, or you’re transitioning into practice, our team will be there to guide you every step of the way. We’re highly experienced in helping doctors through a multitude of options and financial matters. Some of the things that we can help with include:

  • Ongoing free consulting during your training years
  • Assessing disability insurance protection during your training years
  • Comprehensive comparisons between portable benefits at school versus future employers
  • Providing you with discounted premiums for benefits through a variety of carriers
  • Addressing important financial matters including debt management, budgeting, tax-efficient planning and life insurance