Financial Planning for Physicians

We understand the unique needs of the medical community

Financial Planning for Physicians

We understand the unique needs of the medical community

Going Financial is part of the Greater Houston Healthcare Alliance and Friends of Society with Harris County Medical Society.

The Greater Houston Healthcare Alliance (GHHA) is an association of professionals and academicians that specialize in the Healthcare industry. GHHA serves as a consortium of industry organizations with expertise in today’s dynamic healthcare environment to provide targeted solutions to the medical community.

The Harris County Medical Society (HCMS) is the largest county medical society in the United States, with a membership of more than 11,000 physicians and medical students.  Established in 1903, it is the professional organization for physicians in Harris County. The Executive Board is the governing board of the HCMS. 

The Importance of Planning Early

We have over a decades worth of experience working with medical programs. We would be delighted to speak to your program on any of the following topics:

  • Why physicians fail to become financially independent
  • Debt Management
  • Protecting assets from the reach of creditors
  • How to invest for the long run
  • What every doctor needs to know about disability insurance
  • Setting up your team of advisors
  • Choosing your patience
  • Creating a spending plan

Comprehensive Services for a Focused Clientele

Focused-Clientele

Comprehensive Planning* offered through Lincoln Financial Securities

Wealth Management* offered through Lincoln Financial Securities

Wealth Protection

Practice Enhancement

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