In the pursuit of providing exceptional medical care, we believe it is essential to address the financial burdens that can often accompany such a vocation. As a Maryland financial planner for doctors, we understand that the demands of your profession may leave little time to navigate the complex landscape of financial planning. That is why we are here —to offer support and resources tailored specifically to doctors like you.
Why Do Doctors Need a Financial Advisor?
Did you know that:
- 75% of doctors think they are paying too much in taxes according to Medscape’s 2022 physician and taxes report
- 48% of all physicians do their own taxes according to a July 2023 Medscape survey
- According to the Association of American Medical Colleges (AAMC), the median education debt for medical school graduates in 2020 was approximately $200,000
Enter Summit Financial. Not only do we, as a financial planning firm, help our doctor clients navigate taxes, but hiring a financial planning firm like Summit Financial gives doctors a variety of other benefits, such as:
Empowerment
Relief
Balance
Support
We understand the emotional rollercoaster you may experience throughout your medical career—moments of triumph, challenges, and everything in between. Our firm is not just about numbers; it’s about fostering a supportive community that stands by you through thick and thin. Whether you need guidance during tough financial decisions or seek a network of like-minded professionals who understand your journey, we are here to provide unwavering support.
Fulfillment
Being a doctor is more than just a job; it’s a calling. We believe that financial stability and fulfillment can go hand in hand. By helping you attain financial security, we aim to enhance your overall satisfaction in both your professional and personal life. Experience the joy of knowing that your hard work is rewarded, allowing you to pursue your passions, support your loved ones, and make a lasting impact on the world.
Why Choose Us?
Summit Financial Services understands the intricate balance doctors have between their noble profession and the importance of financial well-being. We recognize that as dedicated healthcare professionals, you have chosen a path that demands unwavering commitment and immense sacrifices. Amidst the challenges you face daily, we want you to know that you are in the right place to find the financial assistance you deserve.
By partnering with us, you gain access to a team of financial experts who specialize in assisting medical professionals throughout the country. As a servant leader in your community, we know that your financial health is critical, whether you run a private practice or find yourself in a hospital organization among a thousand peers.
What Makes Summit Financial Services Different?
We know you have options when it comes to a financial planner, but here are some of the things that set us apart from the others:
Tailored Solutions
We recognize that no two doctors are alike, each having their own financial aspirations and challenges. That’s why we take a highly personalized approach to create customized financial solutions that align with your specific needs and goals. Our team takes the time to listen, understand, and design strategies that fit seamlessly into your professional and personal life.
Comprehensive Services
Summit Financial offers a comprehensive suite of services specifically tailored for doctors. Whether it’s managing your student loan debt, working to optimizing your retirement plans, helping to protect your income with tailored insurance solutions, or developing tax strategies to help maximize your wealth, we have the expertise and resources to address all aspects of your financial journey.
Holistic Approach
Our Commitment to Doctors.
To us here at Summit Financial, helping doctors is more than just a job; it’s something we are truly passionate about. That’s because our co-owner Craig was born with a blood disorder called Idiopathic Thrombocytopenia Purpura (ITP). It was only through the help of medical professionals in the first few years of his life that he was able to recover from this disorder which led to a deep appreciation for the medical sciences. Today, he dedicates his time to helping the very people who helped him all those years ago: doctors. He aims to empower them to focus on their life-saving work with financial security and peace of mind.
Additionally, Summit Financial wants to extend our deepest gratitude for your unwavering commitment and dedication as a healthcare professional, especially during the challenging times we’ve faced throughout the COVID-19 pandemic.
If you’re a physician or dentist looking for expert financial planning services, contact us today. We’re here to help you achieve your financial goals and secure your financial future. Our team of financial planners is dedicated to providing you with personalized service and tailored financial solutions that meet your specific needs. We’ll work with you to create a financial plan that helps you achieve your goals while managing risk.
