Financial Planning for Dentists & Physicians helping them to achieve their goals!

  • At FIG
  • About Us
  • Why Doctors
  • Services & Solutions
  • FIG in the Community
  • About Our Leadership Team
  • Social Security Facts
  • What's My Tax Bracket?
  • 10 Important Ages
  • Wealth Insurance Planning
  • Group Retirement Planning
  • Financial Videos
  • Contact
  • Terms and Conditions
  • Privacy Policy
  • More
    • At FIG
    • About Us
    • Why Doctors
    • Services & Solutions
    • FIG in the Community
    • About Our Leadership Team
    • Social Security Facts
    • What's My Tax Bracket?
    • 10 Important Ages
    • Wealth Insurance Planning
    • Group Retirement Planning
    • Financial Videos
    • Contact
    • Terms and Conditions
    • Privacy Policy
  • At FIG
  • About Us
  • Why Doctors
  • Services & Solutions
  • FIG in the Community
  • About Our Leadership Team
  • Social Security Facts
  • What's My Tax Bracket?
  • 10 Important Ages
  • Wealth Insurance Planning
  • Group Retirement Planning
  • Financial Videos
  • Contact
  • Terms and Conditions
  • Privacy Policy
FIG Wealth Advisors

“Your Peace of Mind Retirement Income & Estate Planning Partners”

“Your Peace of Mind Retirement Income & Estate Planning Partners”“Your Peace of Mind Retirement Income & Estate Planning Partners”“Your Peace of Mind Retirement Income & Estate Planning Partners”“Your Peace of Mind Retirement Income & Estate Planning Partners”“Your Peace of Mind Retirement Income & Estate Planning Partners”

The best time to plant a tree was 20 years ago. The second best time is now.


Chinese Proverb

Why Dentists and Physicians?

Dentists and Physicians have unique financial planning needs. FIG has vast experience helping doctors at each stage of their respective careers. Our ultimate goal is to make sure your income and future income is protected without the politics of Washington and emotions of Wall Street. We are here to help you navigate the retirement income road, help protect your income and practice, while securing your legacy. 


*Please note: We also welcome our services to Nurse Practitioners (NPs) and Physicians Assistants (PAs) who perform similar roles as medical doctors.

Our financial solutions are tailored specifically for private practice physicians and dentists. However, we work with all our doctors even as the begin their careers. No two physicians or dentists are alike. We understand that every doctor comes with their own financial background, roadblocks, and needs. FIG is here to work with you as you finish your training, enter your career, plan your retirement and transition into post practice life. 


At FIG, we do not just consider our clients as just clients, but as a part of our FIG family. And as part of our extended family, as a way to give back, we spotlight one of our practices each month complimentary to help market and grow your practice. See, our leaderships' philosophy is we all win working together and as our partners in this journey called, "the pursuit of happiness," we've got you covered. 

FIG’s Office of the Month

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Our Partners

Get Your Retirement Risk Score Here!

 The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score.  

Find out your score

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  • At FIG
  • About Us
  • Why Doctors
  • Services & Solutions
  • FIG in the Community
  • About Our Leadership Team
  • What's My Tax Bracket?
  • 10 Important Ages
  • Wealth Insurance Planning
  • Group Retirement Planning
  • Financial Videos
  • Contact