Transitioning from medical school to a professional career can be challenging, whether you’re moving into residency, fellowship or starting practice.
Since 2003, Integrated Financial Strategies has been a trusted authority for medical students, residents & fellows as they embark on the different stages of their medical careers.
Wondering where to begin? We’re here to guide you through complex questions.
I’m a medical student transitioning into residency.
Being proactive and prepared is important at every stage. In much the same way that you encourage your patients to be proactive with their health, we encourage you to be proactive by protecting yourself against the risks you face.
- What is the difference between individually owned and group disability insurance?
- What is the right disability insurance plan for me? Which plan offers me the best protection?
- Why is it important to have a disability insurance policy with guaranteed premiums and policy provisions?
- What should I do about my student debt? Should I consolidate my government loans to my line of credit?
- When should I consider life insurance – now or when I’m more established?
- What tax credits and/or deductions am I eligible for at this point in my career?
I’m a resident or fellow transitioning into professional practice.
You already know the benefit of being proactive. During your medical training, you have encouraged your patients to take preventive measures to avoid future health problems, because it’s good advice for them. The same principle applies to you.
Now is the time to be proactive about protecting yourself against the risks you face personally and professionally, as you embark on the next stage of your medical career.
- What is the difference between individually owned and group disability insurance? Which plan offers me the best protection? Which plan provides me with guaranteed policy premiums and contract provisions?
- What is the right type of life insurance for me? When should I consider purchasing life insurance? How much do I need?
- What is critical illness insurance and why do I need it? How is it different than disability insurance?
- When is the right time for me to incorporate my medical practice?
- When do I need to start repaying my line of credit to the bank?
From my first meeting with Mark at the end of Medical School (2005), I knew he was the consummate professional. And more than 15 years later, he has proven time and again how accurate first impressions can be. Always with patience and grace he has managed my portfolio by finding products tailored to my unique needs. But it was when life threw me a curve ball that he demonstrated how he had my back. For asset management – Mark certainly has all the right personal assets: Flexibility; Knowledge; Integrity and more.