Click here to learn more about our Physician-Centric Advisory Services.

Physician-Centric Advisory Services

With physicians in our family and clients that have worked in the medical field since we started our work together 30+ years ago, we have helped many medical professionals like you go from residency to retirement and on to creating legacy with the next generation.

Our team can help navigate topics like:

BEHAVIORAL FINANCIAL PLANNING
STUDENT LOAN REPAYMENT STRATEGY
PUBLIC SERVICE LOAN FORGIVENESS
DISABILITY INSURANCE SELECTION
EMPLOYER BENEFITS MAXIMIZATION
PHYSICIAN-ONLY LOAN SELECTION
INVESTMENT MANAGEMENT
RETIREMENT PLANNING
STRATEGIC TAX PLANNING
CHARITABLE GIVING STRATEGY

Living Beyond the Balance Sheet starts with a simple conversation. If you’re ready to meet us, we’re ready to meet you.

No assumptions, no obligation. Just a friendly conversation.

We are listed on WHITE COAT INVESTOR.

LOCATION

4565 East Galbraith Road
Suite B
Cincinnati, OH 45236

PHONE

(513) 924-3350 Ex. 18

EMAIL

wesley@cfgconnect.com

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DISCLOSURE

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Read our Privacy Policy here.