Nurses & Medical Professionals
Financial Planning for Nurses
Take Care of Yourself so You Can Better Care for Others
As a former nurse, our founder Angela Ribuffo knows how difficult and rewarding a career in healthcare can be. There is a kinship forged when you are tasked with caring for others. Now, it’s time to let someone else take care of you and your financial health.
Maximizing Your Benefits
Healthcare facilities and hospitals offer a host of benefits for nurses and other staff. But your schedules are so busy, it’s hard to take advantage of them. Our team can do the hard work for you and lay out a plan to maximize your workplace benefits for retirement, insurance, and more. Don’t let something fall through the cracks – call us to ensure you’re receiving everything that you’re entitled to.
Taking Time for You
Healthcare means hectic hours – we get it. That’s why we offer non-traditional appointment hours for healthcare employees. Whether you’re working early mornings, late nights, or something in between, we’ll be the ones who make time for you.
What We Offer:
Comprehensive Financial Plan
Investment Recommendations
Investment Management
Income, Debt & Savings Analysis
Ongoing Consultation & Support
Tax Planning & Mitigation Strategies
Common Financial Planning Areas Addressed:
Retirement
Social Security/Medicare
Benefits Review
Insurance
Estate planning
cash flow
Education Funding
Charitable Giving
Tax Planning