What financial path
are you on?

Helping physicians navigate
the path to financial clarity.

You deserve to enjoy your life

You spent years in training to become a doctor, investing countless hours of your time and taking on significant debt, all so you could help people live their best lives. Now that you’re practicing medicine and taking care of your patients, we believe you deserve to enjoy the fruits of your labor and achieve financial clarity, confidence and peace of mind.

Proudly Working With Physicians
of the Following Organizations

Why GenFi?

We work with all types of physicians, but we specialize in turnkey solutions for independent contractors

We know our clients have hectic schedules, so we provide virtual meetings that are timely and efficient

We have a unique team approach with advisors who all bring different ideas and expertise to the table

Complimentary Resources for Physicians

Myth of a Rich Doctor Book Photo

Download Myth
of the Rich Doctor

Learn about the most common mistakes physicians make with their money and the habits that can take you from high-earning to high-net-worth. SMRU #1768466

Get My Book

White Papers Photo

Get a Student
Loan Repayment Plan

If you’re still paying off your student loans, the right strategy can make all the difference. Request your free personalized repayment plan today.

Get My Plan

Portfolio Photo

Request a
Complimentary Portfolio Checkup

Is your portfolio performing as optimally as it could, or are you leaving money on the table? If you’re not sure, it’s probably time for a routine checkup.

Get My Checkup

The Three Steps to Financial Success...

I

Consult

Have a no-pressure consultation with us (in person, online, or over the phone) to determine if we’re a good fit.

II

Implement

We’ll talk through all your options and implement the custom-tailored solutions you choose.

III

Relax

Enjoy your life knowing you have someone looking after your best interests and keeping you on track.

Strategies for Success

How success is defined is different for everyone, and it’s our job to help you clarify what it means to you and use creative financial strategies to help you get there. Some the specific services and solutions that we commonly provide to our physician clients include:

  • Student Loan Repayment Plans
  • Asset Protection
  • Life Insurance
  • Tax Minimization Strategies
  • Executive & Employee Benefits
  • Social Security Strategeis
  • Portfolio Checkups & Optimization
  • Wealth Management
  • Charitable Gifting Strategies
  • Budget Development
  • Debt Management
  • 401K/Sep IRA/Defined Benefit
  • Transition to an independent contractor
  • Short and Long Term Disability Insurance
  • Retirement Planning
  • Estate Planning
  • Higher Education Planning
  • Major Purchase Decisions
  • Business Succession
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Request A Student Loan Repayment Plan

Fill out the below form and we’ll be in touch to schedule a consultation.

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Request A Portfolio Checkup

Fill out the below form and we’ll be in touch to schedule a consultation.