We specialize in working with doctors and other healthcare professionals so they can manage their wealth and pursue financial stability
As a healthcare professional, you face unique financial concerns. You’re focused on managing your practice, increasing your professional knowledge and skills, and caring for your patients. All those concerns can leave you little time to manage your finances. Yerba Buena Financial Partners can help. We specialize in working with doctors and other healthcare professionals so they can manage their wealth and pursue financial stability.
For example, we can work with you to develop an integrated plan that will help you increase your protection from liability and creditor risk. This can increase your confidence and allow you to work towards saving and protecting capital for the benefit of you and your family.
We have an extensive background in insurance and can work with you to analyze all your available risk management options. We can work with Doctors and other Healthcare Professionals to address:
- Comprehensive financial planning
- Risk identification and management
- Business planning strategies
- Personal and business insurance consulting
- Alternative investments
- Investment advisory services
- Qualified plan design
- Retirement counseling
- Estate, college and tax planning