Your Financial Plan-It

Navigating a Career as a Physician | Career Change into the Financial Industry


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Join Synergy Capital Solutions advisors Jordann M. Andrusiak, CFP® and Dr. Jeff S. Allen CFP® as they discuss Jeff's career as a physician and his career change to a Financial Advisor.

Topics of discussion include:

• Navigating a career change

• Recognizing the need for financial planning guidance as a physician

• The responsibility as a business owner

• Finding the balance between paying off debt, saving for retirement and navigating your lifestyle

• Malpractice protection, disability income coverage and life insurance

• Achieving financial freedom and legacy planning

• The importance of a good team - “You don’t know what you don’t know”

Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

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Your Financial Plan-ItBy Synergy Capital Solutions