3211 Shannon Road
Collaborative Wealth Management for the Medical Community
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
You take care of them. We’ll take care of you.
As COVID-19 continues to impact people and businesses across the United States and globally, the team at IWC wants to reassure you that while we are taking appropriate precautionary measures, we are open for business as usual. Our firm is capable of operating remotely, indefinitely. In office client meetings will be rescheduled as GoToMeeting rather than face to face, for the foreseeable future. We recognize that the combination of epidemiological anxiety, combined with significant disruption in the financial markets makes for challenging emotions. Please do not hesitate to contact us if you would like to discuss or review any aspect of your financial plans, your investment portfolio or your insurance protection. Peace and Grace,Integrated WealthCare
The WealthCare Protector™
If you're in medicine, you're not like everyone else. Every stage in your career, from the time you enter medical school, requires specialized money management.
SAEM Industry Advisory Council Fast Fifteen Webinar
Get planning tips and techniques on how to navigate your medical career during COVID19.
Important information regarding Student Loans and Federal Stimulus Package from our partner, Doctors Without Quarters
Integrated WealthCare is proud to work with and support EMRA members.
It May Be Time for a Financial Checkup
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
The Physicians Financial Navigator is our proprietary roadmap of the five financial phases that physicians go through, during the course of their medical career. We use the Navigator to identify financial concepts that are appropriate for your stage in your career. Providing a sense of perspective, the Physicians Financial Navigator allows you to focus on the priorities that you have today, identify any missed opportunities of the past and develop a timeline for future financial strategies.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.