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.
Why is it important to seek insurance and financial planning advice upon graduation?
As a new physician, you need to make important insurance and financial decisions now that will significantly impact your professional career as well as your personal long-term financial goals.
Our experts will help you navigate the insurance and financial planning issues you will encounter when you graduate from medical school and start the next chapter in your career.
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.
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.
Reach out to our team to learn more about the right plan for you.
Advisory services are complimentary.
Learn about the RBC Insurance – Disability Insurance Offer for Medical Students, Residents & Fellows
As a self-employed individual, disability insurance is first of the “insurance building blocks” we recommend. Learn more about Disability Insurance in Insurance Explained.
I recently submitted a disability claim. It was a very stressful time for me. Mark was the third person I called. He told me, ‘you focus on getting better and we will look into what we have to do claim wise,’ and he got back to me in a day or two.