Comprehensive Services for a Focused Clientele

In today’s world of financial complexity, you need strategies that simplify and support your vision for a future filled with possibilities. Going Financial works exclusively with physicians and their medical practices to help keep their vision of financial independence in focus. 

As Advisory Representatives of Lincoln Financial Securities, our personal financial planning and asset protection process incorporates the full spectrum of wealth management, retirement and education planning, insurance planning, group benefits, tax strategies and estate planning.

We also deliver benefits solutions to doctors’ offices and hospitals, taking a consultative approach to health insurance planning that is designed to lower overall costs while providing a quality benefit to your employees. By utilizing revolutionary consumer-driven tools, we enable our clients to consistently save significant out-of-pocket costs compared to traditional health plans.

Going Financial also works with medical residents, teaching financial fundamentals that enable tomorrow’s practitioners to lay the groundwork for a successful practice.

Every step of the way, our priority is to make recommendation that are unbiased and not restricted by proprietary products.

Comprehensive Planning*

  • Developing a financial plan
  • Managing & eliminating debt
  • Determining the right kinds & amounts of insurance, protecting the things you can afford to lose the least
  • Creating a spending plan
  • Providing for your family
  • Making the most of your paycheck

Wealth Management*

  • Education funding
  • Pursuing your long-term goals
  • Managing investment risk
  • Retirement planning
  • Developing an income strategy for retirement
  • Controlling your spending

Wealth Protection

  • Asset protection strategies
  • Income protection
  • Providing for your family
  • Tax reduction strategies
  • Legacy planning

Practice Enhancement

  • Attracting & retaining key employees
  • Establishing a qualified retirement plan
  • Creative health insurance plan design
  • Business loan protection
  • Deferred compensation plans
  • Keeping the practice afloat while you’re out
  • Employee education
  • Practice succession planning.

What Physicians Need to Know About Disability insurance

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Source: Stanley, Thomas & Danko, William. The Millionaire Next Door. Marietta, GA, Longstreet Press, 1996.
Your future income is likely your largest asset. We think to insure our houses, our cars and even our lives, but what about the millions of dollars you’ll earn over your career? This report entitled “What Every Physician Should Know About Disability Insurance” will give you the knowledge you need to make an informed decision.

*The professionals of Going Financial as representatives of Lincoln Financial Securities offer investments, financial planning and advisory services. Lincoln Financial Securities & Going Financial are not affiliated companies.