Financial advisor for physicians

1. Financial advisor for physicians Advisors are those who see the reason for what is to be done and what is not to be done –Kautilya Arthasastra Like your profession any advisory comes with detailed analysis, identifying what’s a wrong, available solution and how they will cope with recommendations. Getting customized advisory will help you meet your financial goals. Long Term Benefits of engaging Professional Advisor:  Your money works for you  Proactive advisory helps you make informed decisions  Financial planner help you protect your assets & Practice  Cash flow managed well. It translate into progressing net-worth  Helps you simplify your financial options  Reduces your financial stress  Helps you avoid taking unnecessary risk and keeps you on track Physician financial advisor can bring financial peace in your life.  Helps to manage and pass-on your wealth & legacy, the way you wanted.  Financial planner takes care of your financial matters to that you can focus on profession and strike a right work-life balance. Who can be your financial advisor? Lot of people proclaim themselves financial advisor for dentists without expertise, experience, license. Ultimately aiming to sell some protect. CFPs can bring all pieces of your financial life together to give solutions. Only SEBI registered Investment Advisors (RiA) can give comprehensive advisory. RIAs are fiduciary (Legally responsible to put your interest First). Look for RiAs with CFP certification. Human element is very important as money & behavior can’t be separated. Wealth Traits Financial Planners, No. 9, Maven Projects Centre, Dr. Thirumoorthy Nagar 3rd Sreet, Nungambakkam, Chennai - 600 034. info@wealthtraits.com / www.wealthtraits.com