Description: Earned is wealth management for doctors, helping you navigate career path, financial planning, and tax-smart investing from post-residency to retirement.
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Meet the first-of-its-kind wealth manager created for physicians. Start optimizing your wealth potential with someone who gets you. You’ve earned it.
Partner with your Advisor to assess your financial health across investing, tax planning, insurance, income and debt management, and trust and estate. Our three month engagement will culminate in a financial plan that we'll deliver and you'll execute on.
We pair you with a dedicated Earned Advisor who is an expert in physician wealth creation. Your advisor will apply our Physician Wealth Playbook to rapidly identify ways to increase your wealth potential and help you achieve your goals.